Optional Operational Group Operational Unit F. Open the dldunifi.xlsx file (if it is not already open). Fund Code & Descr Click at the bottom of the prompt window to execute “OK” It is recommended that you save the dldunifi.xlsx file in the same folder as your workbook. From the [Settings] tab in your workbook menu, Click the from button . “Update Unifi” Once done you will receive a Update message box. “UniFi has finished” Click OK. E. Save the report. Click on the button at the top “Export” Select “Reports” Select File Type as from Drop-down list “Excel (.xlsx)” Click “OK” Save the file and name it: dldunifi.xlsx It is not case sensitive
Optional Operational Group Operational Unit Fund Code & Descr Click “OK” at the bottom of the prompt window to execute E. Save the report. Click on the “Export” button at the top Select “Reports” Select File Type as “Excel (.xlsx)” from Drop-down list Click “OK” Save the file and name it: dldunifi.xlsx It is not case sensitive F. Open the dldunifi.xlsx file (if it is not already open). It is recommended that you save the dldunifi.xlsx file in the same folder as your workbook. From the [Settings] tab in your workbook menu, Click the “Update from Unifi” button . Once done you will receive a “UniFi Update has finished” message box. Click OK.