Investment report

Is there a report I can download in an excel file that will show me all funds and each of their investments?

Hi @abigirl

Thanks for your question.

Check out Analytical Insights, which allows you to run queries across your entire database. I recommend running your query from Analytical Insights :arrow_right: Transaction tab. Your results can also be exported in excel format. for more information on Analytical Insights refer to the following faq Analytical Insights – Simple Fund 360 Knowledge Centre