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How do I change report dates for Department Users?

Fundriver allows client administrators to limit reports available to Department Module users by date.  See the screen shots below to add or modify these report parameters for Department Users.

In the Fundriver interface, navigate to SUPPORT/SETTINGS > DEPARTMENT USERS.  Click on the REPORTS tab.

In the Fundriver interface, navigate to SUPPORT/SETTINGS > DEPARTMENT USERS.  Click on the REPORTS tab.

Scroll to the bottom of the page.  Using the STARTING PERIOD and ENDING PERIOD fields, you can choose either a date range, starting date or ending date.  Department Users will have access to reports based on the parameters that are applied.  Once your selections are made, click SAVE.

Scroll to the bottom of the page.  Using the STARTING PERIOD and ENDING PERIOD fields, you can choose either a date range, starting date or ending date.  Department Users will have access to reports based on the parameters that are applied.  Once your selections are made, click SAVE.

Any date parameters added on this screen will be applied to all Department Users and all selected reports.

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