Overview
The Rate of Return Report includes all of the incomes and expenses that make up the Entity's Total Net Income over the Total Weighted Balance of the Entity to produce the funds Rate of Return for the financial year.
How to prepare the Rate of Return Report
| From the Main Toolbar, go to Reports. |
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| Select Reports. |
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To download an individual report in PDF, Word or Excel format:
- On the left-hand side of the Reports screen, search for the Report.
- Select the green arrow to add the report to the Report Pack List.
- Select either Download PDF, Download Word or Download Excel.
You can also add this report to a Report Pack. See Reports for instructions.