Both pre-defined reports and data exports can be accessed from the My AptaFund menu. Data exports can also be reached from the Administration menu in the Fiscal Year End section.
To setup and generate pre-defined reports, click here for instructions.
To setup and generate exports, click here for instructions.
Click here for instructions on saving a report or export setup for future use.
Click here for instructions on adding a report to the My Reports section of My AptaFund
See also Report Security
There are two types of reports in AptaFund — grid and pre-defined reports. Click here for instructions on creating grid reports.
Pre-defined reports can be generated as either PDF files or Excel spreadsheets. Access to pre-defined reports is based on user security level.
For details on specific reports, click the link below for the Reports Overview for a specific module or use the Search feature in the Help file for the report name.
Exports from AptaFund are generated in various file formats depending on the requirements of the organization that will be importing the files.
AptaFund provides data exports in several modules. For details on specific exports, click the link below for the Exports Overview for a specific module or use the Search feature in the Help file for the report name.
Account Structure
Accounting Cycle
Budget
Employee Management
Payroll
Purchasing
Vendor Management