Create a Funds/Assets Group
1. Navigate to Setup -> Groups, Select the Group type “Funds/Assets”
2. Click on:
a) the green ‘+’ button on the top right of the screen
or
b) the wording “Create a new Funds Assets group” on the bottom left of the table
You will see the following screen and it will show the total number of policies you have with no filtering on the bottom left of the screen.
3. Enter the Group Name you require
4. Select if you want the report to be Dynamic or Static:
Dynamic – A dynamic group is defined by the filters added, for example, if a group of assets has been defined by a particular platform/source, any new asset imported from this platform will automatically be part of that dynamic group.
Static – A static group is defined by the records you wish to include and will not change once saved.
5. Include a Description – for your reference e.g. AUM Greater than £1 Million
6. Enter Type – for your reference e.g. Cofunds
7. Order columns and set filters to help create your group – the following columns/filters are available, and you can use the search box below the heading by typing in the specific item/s names to find them.
8. Click on Save when you are happy with your group – you can set up Multiple Groups see below:
