Blink Home > Finance > MyFunds Help: Create, View, Edit, or Delete Report Profiles
MyFunds Help: Create, View, Edit, or Delete Report Profiles  
 
Summary: Fund managers, find out how to manage report profiles in MyFunds.
What to do How to do it
Create a new report profile Click Create New Profile at the bottom of the screen.
View an existing report profile Click View next to the report to view a profile. Use this option to see the report as the principal investigator (PI) will see it.
Edit an existing report profile Click Edit next to the report to make changes to a profile.
Delete an existing report profile Click Delete next to the report to remove a profile from your list and the PI's view.
Sort your report profiles Click the Report Profile Title column header to sort profiles by report title.

Click the Report for column header to sort profiles by PI name.


Questions? Please contact Kerri Byrd, (858) 534-0342.


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Last reviewed/updated on June 20, 2008 (see more info)
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