Allocation Analysis

This functionality is only accessible to SRI

To view and download reports, follow the below steps:

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

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

3. The Funds| Allocation Analysis window is displayed. It displays the data in the Bar Chart form based on the set parameters. 

4. You can also view the report using various filters available above the graph.

• Params: To view the fund Allocation to Deals, Portfolios, or all projects
• CCY: To view fund allocation in different currencies.

After applying the filters, you can view the chart based on the changed parameters. You can download the report in various formats. Click on the gray square box button in the top right corner near the graph. The report can be downloaded in image formats, such as PNG, SVG, JPG, etc., and data formats, such as JSON, HTML, PDF, CSV, etc. Click on a format and the report will be downloaded.

5. You can also view the underlying dataset for the above graphs. Click on the Data Set icon. You can download the dataset in Excel and PDF format. Click on the desired format to download.  

6. To further drill down into the analysis, use the additional filters on the left-hand side. Select a filter and click on Apply. To reset the filters, click Reset.