Workpapers Spreadsheet

Overview

Users can now add calculations and notes directly to any working paper using our new embedded spreadsheet. It supports most standard spreadsheet formulas. For more information on how to use workpapers, click here

Navigation

Select a fund
From the Main Menu, select Reports
Select Workpapers
Select a Working Paper

Then click to open the spreadsheet.

Instructions

The Spreadsheet currently supports the following:

• The spreadsheet supports copying and pasting multiple fields. This includes fields from external software.
• The spreadsheet supports Basic calculations (+,-,*,/) and some formulas.
  Below is the current list of formulas available
• The Spreadsheet will automatically save whenever there is a change entered.

Exporting the Spreadsheet

To include the Spreadsheet in exported workpapers, ensure the Include in Export option is toggled on:

Note that this setting only applies to the selected Spreadsheet. 
Any other Spreadsheets related to other accounts will need this toggle enabled to be included in exported workpapers.