Investor Details Report

This functionality is specifically for SRI

To view and download reports, follow the below steps:

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

2. A new window is displayed. You can access the report from the dashboard by clicking Investor Details Report in the Investor panel or from the Investor drop-down menu in the blue vertical bar.

3. The Investor Details Word Report window is displayed. Choose an investor from the dropdown list.

4. Click on Download Report button. The report will download in Word format.