Create and Edit Models

Owned by Kavitha Thangaswamy (Unlicensed)
Last updated: Jul 24, 2023 by Pamela Totas (Deactivated)
1 min read

This section describes how to add and edit Group, Fund Summary, and Detail models. 

See Understand Guidelines to Configure Models, for details on selecting fields, filters, dictionaries, and rolling up performance data for third party reporting tools.





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