NatalieO97

Uploading and updating data - both Dynamic and Static

Data Upload

In this section you will learn how to edit a record’s details.

If you require further assistance, or have any data queries, please contact the IA at FundAnalyser@theia.org

In this section you will learn how to configure the settings for the Import you are about to undertake.

Industry Reports, Custom Reports and the Report Builder

This is only accessible by IA members' approved data consumers. Please contact the IA if you think you should be given access.

Save time by copying report configurations.

In this section we will be covering how to run a Report.

Use the Annual Static Report to mass download all your fund static data.

Tell FundAnalyser how they could make the product more useful to you.