- Navigate to the top bar and select EDIT -> Management report sections. On this page, you can edit existing sections and create new ones. Assigning sections to the management report template is done separately on the “Reporting Template – Management report sections” page, not here.
- You'll see a list of default sections, created by Rundit, as well as sections you've created if any. Under the "Used in Template" column, you can see whether the sections are in use in the management report template.
- To create a new section, click the ADD SECTION button.
- After you've created a new section, assign it to the management report template by navigating to EDIT at the top bar > “Reporting Template – Management report sections” page.
- Edit or delete sections by clicking the three dots next to a section (only available for self created sections):
If the company is a shared company, the portfolio companies are reminded quarterly or monthly (based on how they’ve selected to be reminded on their account) to fill in the company report.
You are able to like and comment on the published reports and the companies are able to answer. The companies are also able to see who has seen the reports.