SCHEDULE OF THE DISTRIBUTION OF REPORTS
There are 4 centrally distributed Fund Management reports:
Column 1: links to report descriptions
Column 2: archives of past and recent reports sent to you
Column 3: dates when the next reports will be sent to you
| Report & Description |
Reports that have already been Run | Schedule in FY |
| Fund Balance | L:\ Collaboration\Access DB\Fund Balance Report Archive | Monthly |
| Transactions YTD | L:\ Collaboration\Access DB\Transactions YTD Report Archive | Monthly |
| Commits Remaining YTD | L:\ Collaboration\Access DB\Commits Remaining Report Archive | Mar, May, Jun, Jul, Aug |
| All Open Orders with 3 Year Transaction History | L:\ Collaboration\Access DB\Open Orders Report Archive | Annually – September |
HELP
Thanks
Thank you, Nat Gustafson-Sundell, for all of your work on this.
