Fund Raising Overview

This functionality is only accessible to 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 Fund Raising Overview in the Investor panel or from the Investor drop-down menu in the blue vertical bar.

3. The Fund | Raising Overview window is displayed. It displays the data in a bar graph based on the set parameters.

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

• Fund: To view the graph for different funds, select a fund name from the drop-down list.
• Currency: To view the charts based on 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.