Investor Contact Details Report

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

3. The Investor Contact Details Report window is displayed. You can 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.

Click on Download Excel in the top right corner above the dataset.