Investor(s) Performance Report
To download Investor(s) Performance Report, follow the below steps:
1. Click on Reports and Analytics in the main menu.
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2. You can access the report from the dashboard by clicking Investor(s) Performance Report in the Funds panel or from the Funds drop-down menu in the blue vertical bar.
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3. The Investor(s) Performance Report window is displayed. Enter the following details:
- As On date: Specify the date for which you wish to see the performance.
- Currency: Specify the currency.
- Fund: Specify the fund whose performance you wish to see.
- Investor: Specify the investor.
- Letter Date/ Due Date: Specify Letter Date or Due Date.
Click on Download Excel. The Excel file will download.
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