Deal Tracker Report

This functionality is specifically for SRI

To download a summary of all the deals, you use the Deal Tracker Report.

1. Click on Reports and Analytics in the main menu.

2. You can access the report from the dashboard by clicking Deal Tracker in the Deal panel or from the Deal drop-down menu in the blue vertical bar.

3. The Deal Tracker Report window is displayed. Select the period for which you wish to download the report. Click on the Download Excel button. The report will be downloaded.