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  1. Greg Smith
  2. Sierra/ Millennium/ Encore
  3. Friday, 06 October 2017
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If you have experience generating reports in Sierra that include fund name as well as fund code I am very interested in your advice.

I often include the "Fund" field from Order records when exporting data from Review Files in Create Lists, but I'm looking for a way to obtain the fund code along with this. Failing that, it would be helpful to get the full list of fund codes and names in bulk for substitution in Excel (or elsewhere).

I understand that fund names are available in the "Funds" function on a fund-by-fund basis, but with such a long list of funds they can be tedious to obtain this way.

Another workaround I have seen is to right-click the Funds hierarchy in the Funds function, open the "Quick List", make the dialog as tall as possible, and take a series of reference screenshots. The results are not searchable or easily manipulated but this is, at least, quick.

Any other approaches? I hope I'm missing something simple and straightforward!

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