Purpose of the Report: The Proof Of Investment Declaration report will provide complete financial year data per the POI (Proof of Investment) details updated by employees.
Frequency of the Report: This report can be generated for the financial year.
Prerequisite: The Proof Of Investment Declaration report can be generated only after you initiate the POI process.
Path to generate the report
Step 1: Navigate to Reports >>Reports Gallery
Step 2: Search for the Proof Of Investment Declaration
Step 3: Select From Financial Year.
Step 6: Go to Options and select the Report Output Type.
Step 7: Click on Save
Step 8: Click on Generate.
The Proof Of Investment Declaration will be generated and available under the Recent Reports section.
The Recent Reports page displays the reports that you have recently generated. You can regenerate them by clicking on Run Again.