Allows administrators to download investor data using configurable filters.

Prerequisites

  • User has successfully logged in.
  • User has the required role and menu authorization.
  • Required pipeline, order, KSEI, or report data is already available when applicable.
  1. Open the Investor menu (choose both of individual or institution)
  2. Set optional filters based on available investor columns.
  3. Choose the output format when available, then download.

Expected Result

Investor data is generated as an Excel, CSV, or PDF file depending on system configuration.

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