UC San Diego SearchMenu

MyFunds Help: Create, View, Edit, or Delete Report Profiles

Fund managers, find out how to manage report profiles in MyFunds.

Expand all

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.

Expand all