Investment Performance Report

Reports And Analytics

To view and download Investment Performance 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 Investment Performance report in the Investment Management panel or from the Investment Management drop-down menu in the blue vertical bar.

3. The Investment Performance Report window is displayed. Specify the date until which you wish to download the report. Choose the portfolio company from the drop down list. Choose Currency. Click on Download Excel button. The excel file will download.