Configure Fund Summary Models

You must configure fields and other parameters in the Fund Summary model to populate data at the fund level.

To configure a Fund Summary model:

1. From the left navigation, under Reporting Tools menu, select Datamart > Manage Marts > Data Mart.
   You see the Data Mart workspace

2. From the Manage Mart window, select the Fund Summary model.

3. Click the Edit Model link.
   You see the Edit Model dialog box.

4. Click the Fields tab.
   You see the Fields tab.

5. Add the required fields and click OK.

6. Click the Funds (Entities) tab.
   You see the Funds (Entities) tab.

7. Select one or more entities and click OK.

8. Click the Access tab.
   You see the Access tab.

9. Grant access to the model.

10. Click Finish.