FAQ 15: Grid--Showing the total vested amount in the grid

Problem:

I'm wondering if there is a field available under the grid function in ASC that will capture on a participant basis the total vested balance amount for all funds and all sources combined. I know that I can pull the data by fund and source and export to Excel and get the total that way. I am just wondering if there a particular variable or field available since in the participant detail this information is available.


Solution:

On the VALUE form, choose the $VSTFUND item or $VSTVALUE item (this one works with share funds as well) and input a source and fund number of zero to display the vested amount across all funds and sources.