Financial Update- Monthly

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 Financial Update-Monthly in the Portfolio Report panel or from the Portfolio Report drop-down menu in the blue vertical bar.

3. The Financial Update- Monthly Report window is displayed. Choose the portfolio company from the drop down list. Specify the month for which you wish to download the report. Click on Download Excel button. The excel file will download.