DM Funds - Appeals: How to export a list of appeals for each fund

How to export a list of appeals for each fund

  1. Go to the Funds page.
    • Using the Navigator Bar, select Funds.
      -or-
    • Using the Funds Card, select Go to Funds.
      Izzy_Home-Smaller-Screen_Select-Funds-Card_or_Navigate-to-Fundsx.png
  2. On the Funds page, if you know part of the fund name, enter it in the search bar then click the search button. If you do not know part of the fund name, click the search button and all the funds will display.
  3. Once you see your fund, click the fund link.
    Enter_Fund_Name_-_Search_-_Select_Funds.png

  4. On the Fund Details page, select the Appeals tab.
    • Click the export button.
    • Choose the output, PDF or Excel.
      export_Appeals_to_PDF.png


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