The Funds Management application Funds|Search page allows you to search for and select previously saved fund. When the 'Search' button is clicked, results that match the entered search criteria are displayed in the select fund section. When a fund is selected the Funds|Details page appears, allowing you to view and edit the basic details of the selected fund.
The following image illustrates the default Funds Management application Funds|Search page:
The Funds|Search Page
The default Funds Management application Funds|Search page enables you to search for existing funds using the following criteria:
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Fields |
Description |
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Name |
Enables you to filter the search based on the name of the fund.
To add additional fields, click  or press CTRL+TAB once you have made an entry. |
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Description |
Enables you to filter the search based on the description of the fund.
To add additional fields, click or press CTRL+TAB once you have made an entry. |
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Page Size |
Enables you to specify the number of records to display per page returned in the results. |
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Search Type |
Enables you to choose the appropriate type of matches that you are expecting:
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Match Any: When you want to search for records containing one or more of the search terms you selected.
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Match All: When you want to search for records that contain all of the search terms you selected.
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Other searches can be created using the Business Intelligence and Reports application. For more information, refer to Business Intelligence and Reports Business Intelligence.