How to add text sections to the interactive LP report?

Learn how to add custom text sections to the interactive LP report

You have the flexibility to create and include multiple custom text sections, such as an Executive Summary or Partner's Note, in the interactive LP report according to your preferences.
 
  • Navigate to APP > interactive LP reports > LP Report sections tab.
  • Select the period and fund for which you want to add custom text. Choose the specific text section where you would like to include the custom content.
  • Make sure that in the report configuration (EDIT REPORT) you've enabled the correct text section.

  • Please remember to refresh the report after you've added the text section.