Investment Summary Report
To view and download Investment Summary 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 Summary report in the Investment Management panel or from the Investment Management drop-down menu in the blue vertical bar.
3. The Investment Summary Report window is displayed. Select the Portfolio company for which you wish to download the report. Select the month and the year for which you wish to download the report. Click on the Download Report button. The report will be downloaded.
4. To schedule a report via email, click on the down arrow button next to Download Report button. Click on Schedule Report.
5. The Investment Summary Report- Schedule Report Delivery (Email) window is displayed. The details included are:
- Time zone: Shows the time zone. It is an auto-populated field.
- Frequency: Choose the frequency of the report delivery, i.e., Daily, Weekly, Monthly or Annually. Choose Time.
- Recipients: Choose the recipients of the report from the dropdown list.
6. Click Add.
7. You can view the Current Delivery Schedule below.
8. To view Audit History, click on Audit History button in the top right corner of the panel.
9. The Investment Summary Report-Audit History window is displayed.
