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Status Will not implement
Workspace Investor Relations
Created by Guest
Created on Oct 15, 2019

Grouping Investment Vehicles by Fund on Contact Reports

We are unsure how this will fit within our application but it is a frequent request that currently requires a workaround to access the data.

Users require the ability to generate Contact Role reports by Fund and grouped by Investment Vehicle.

The Contact Role report currently includes the Investment Vehicles and their related Contacts, however it also needs to allow for users to display and query by the Funds to which each Investment Vehicle has committed.

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