FAQ: How do I export a Report for one Fund at a time?

It is possible to download a report for each fund by using the filtering and row grouping in Report Builder. 

1. Select the Detailed Report in Report Builder
2. Open the Column Menu, add the Fund column to the worksheet. 
   • Note: Add the Type column as well if you need to separate Expenditures and Revenues.
3. Now, search in the Fund search bar exactly what Fund you want to export. For example: “Gen” to isolate the General Fund. 

4. After searching the keyword, now use the Fund as the Row Group. Drag the fund column to where it says “Drag here to set Row Groups” 

This will create a report that looks only at that specific fund. The result should look like the screenshot below. You can add the Type Row Group after to separate by Expenditures and Revenues. 

Pro Tip: The typed search filters are still filtering while using the Row Group. Repeat this process to export each fund, but remember to remove all filters and row groups before repeating.