Quarterly Financials Report

To view and download Quarterly Financials report, 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 Quarterly Financials Report in the Portfolio Monitoring panel or from the Portfolio Monitoring drop-down menu in the blue vertical bar.

3. The Quarterly Financials Report window is displayed. Choose the portfolio company from the drop down list. Specify the quarter for which you wish to download the report. Click on Download Excel button. The excel file will download.