Create Field Attributes for the NAV table

Owned by Pamela Totas (Deactivated)
Last updated: Oct 26, 2023
1 min read

While implementing the uploaders for the NAV and related data, configure the reporting field attributes to make the database fields available to the Performance Analysis and NAV reports.

Create a Profile for the NAV Maintenance Report

Once you have loaded the NAV table, you can set up a report profile for the NAV Maintenance report using the Net Asset Value report. 

You can set up a report profile by following the steps as they appear on the report.