Summary Report (Invest Europe)

To view and download Summary reports, 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 Summary Report (Invest Europe) in the Investment Management panel or from the Investment Management drop-down menu in the blue vertical bar.

3. The Summary Report (invest Europe) window is displayed. Apply the following filters-

• Fund: Choose the fund from the dropdown list.
• Portfolio Company: Choose the portfolio company from the dropdown list.
• Quarter: Choose the quarter for which you wish to download the report.
• Year: Choose the year for which you wish to download the report.

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