Document Upload Log Report

To download Document Upload Log report, follow the below steps:

1. Click on Reports & Analytics in the main menu.

2. You can access the report from the dashboard by clicking Document Upload Log Report in the Investor panel or from the Investor drop-down menu in the blue vertical bar.

3. The Document Upload Log Report window is displayed. Apply the following filters-

• Fund: Choose the fund from the dropdown list.
• Folder: Choose the folder from which to fetch the report.
• Investor: Choose the investor from the dropdown list.
• From Date: Choose the date from which you wish to see the report.
• To Date: Choose the date until which time you wish to see the report.
• Group By: Choose how you wish to group the document, i.e., by User or Document.

4. Click on Download Excel button. The Excel file will download.