How do I save and publish my metrics and reports for my investors to view?
How do I save and publish my metrics and reports for my investors to view?
The quantitative metrics are saved automatically and don’t need to be published.
You can edit the Investor Permissions (from the Settings) and manage what the investors can see.
The management report has to be published.
Once you are finished writing the Management Report, you can publish the report by clicking the “Publish and Send” button.
Select which investor groups you’d like to publish the report to. The investors receive an email when you publish the qualitative report. The eye icon shows you which investors have viewed the report. They can also like and comment on the report, and you’re able to answer.
