Investor Management

Travel Planning 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 Travel Planning in the Investor panel or from the Investor drop-down menu in the blue vertical bar.


3. The Travel Planning Report window is displayed. Choose a country from the dropdwon list for which travel planning is to be made. Click on Download Excel. The excel file will download.