Fingate Funds Management > CMS > How To... > Run Reports in CMS

How To:  Run Reports in CMS

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  Step 1 – Log in to CMS

  Step 2 – From the Reports screen, search for and select the Accounts (PTAs) you wish to include in reports

  Step 3 – From the search results list, select Account(s), time period and budget version to include in Report(s)

  Step 4 – From the Select Report(s) to Run screen, select desired reports and enter report parameters

  Step 5 – From the Requests Summary Table, select reports to view or save


What's Next?

  • If desired, save the file to the location of your choice.





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