Select "Funds" on the "Reports" page. This report shows a snapshot of what the total accrued, spent, balance, and utilization percentage are by fund.
On the “Create Funds Report” page, most fields are optional. Leaving these fields blank will result in all results being shown.
The only mandatory field is the "Dates" field. That date range will determine the period the fund information is pulled from.
Select “Generate Report” when you have completed your task. Once generated, dealers have the ability to export the report as an Excel file.
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