A quick snapshot of all active funds held under a regional affiliate can be generated using Fund Manager by following these simple steps:
- One the home page for the affiliate, use the horizontal scroll bar beneath the tabs to scroll all the way to the right and find the “Export Fund Balances” tab.
- Click on the “Export Fund Balances” tab. A spreadsheet file will automatically download.
- Locate the file and open with a spreadsheet application (Excel, Numbers, etc.).
All open funds of the affiliate, along with the total balance and spendable balance for each fund, will be listed in the spreadsheet.