Investor Report

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

3. The Investor | Report window is displayed. It displays the data in the Dataset form based on the set parameters.

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

• Display: Allows you to view reports for investor or investor & contacts.
• Funds: The default is All Selected. To view the report for a specific fund, choose fund from the dropdown list.
• Country: The default is All Selected. To view the report of investor from a specific country, choose from the dropdown list.

After applying the filters, you can view the data based on the changed parameters. You can download the dataset in Excel file. Click on Excel in the top right corner above the dataset.