Reports And Analytics

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Quarterly Report

To download Quarterly 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 Report in the Funds panel or from the Funds drop-down menu in the blue vertical bar.


3. The Quarterly Report window is displayed. Enter the following details:

  • Fund: Specify the fund related to which you wish to see the quarterly report.
  • Quarter: Specify the fund related to which you wish to see the quarterly report.
  • Year: Specify the year for which you wish to see the quarterly report.

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