This article is intended for: All users of MDFM.
Use this article after: you wish to add a new line or fund to a statement.
Note: You can select any image below to zoom in.
Fund reporting and financial statement structure are managed through Dimensions in the Admin section of MDFM. Let's walk through how to access Dimensions where we'll add a new line to a statement.
First, log into Gravity and navigate to the MDFM. Then, follow these steps:
- Select the Admin button in the bottom left-hand corner of the MDFM.
- Select the Dimensions tile.
Dimensions are grouped into folders that represent sections of the report. Under Statements you will find fund level statements along with reconciliation and cash flow. Use the chevron icon to expand the Statements folder and then select the Statement Structure to view the statements.
Note: To edit the statement lines, select any of the "Statement Structure" dimension sets. To edit the reporting funds, select any of the "Reporting Funds" dimension sets.
Follow these steps to add a new line to a Statement:
- To expand each statement, select the chevron icon on the left side of the table.
- Select the + (plus sign) icon beside the row into which you want that new line to roll.
- Type in a new name for your new statement line.
- When complete, select the floppy disc Save icon.
- To reposition your new statement line, select the six dots beside your new line and use your mouse to click and drag your new line to its new placement on the statement.
Pro-Tip: You can edit the names of statement lines or funds after the fact by selecting the pencil icon to the right of the statement/fund name.
View a Step-By-Step Walkthrough Below
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