Cayuse Fund Manager in-app reporting allows you to create, save and export custom reports depending on your needs.
Please Note: You will only be able to access data that you've been given permission to access. For questions about your account permissions, please contact your Administrator.
Report Dashboard
All users can access the Reporting tab from the Fund Manager home page.
Select the type of report you would like to generate:
- Personnel Salary Report (requires Salary Access role)
- Transaction Report (all roles)
- Chartstring Security Audit Log
- Fund Review Audit Report (requires Global Admin role)
You will be taken to the report dashboard for the selected report.
Modifying Report View
Each of the default reports have the same dashboard tools, allowing the view to be modified.
- Open
- Save
- Export
- Grid
- Charts
- Format
- Options
- Fields
- Fullscreen
Open
Open your saved work using a previously downloaded .json file.
- Hover over Open, select Local report.
- Double-click the .json file you want to open.
Save
Save your report as a .json file to preserve formatting (not data).
Click the Save button.
- Click Save to confirm.
Export
Export your report in formats like CSV, Excel, PDF, or Image.
- Hover over Export and select a format.
Grid
Click Grid to return to the default column view.
Charts
Create charts from your report data.
- Hover over Charts and select a chart type.
Drag fields and click Apply.
Format
Format cells or apply conditional formatting.
Format Cells
- Select Format Cells.
- In the CHOOSE VALUE row, select the name of the column you want to format.
- Apply formatting and click Apply.
Conditional Formatting
- Select Conditional Formatting.
- Click Add Condition.
Options
Adjust layout settings for totals and display.
Fields
Select and arrange report columns.
- Select fields and click Apply.
Fullscreen
Expand the report to full screen view.
Sort
- Hover over a column name to sort.
- Click arrow to sort ascending or descending.
Filter
Click the settings wheel.
- Select filters and click Apply.