---
title: I'm a company user, how to compose a new report for my investors?
description: If you're a company user, learn how to compose a new report for your investors with step-by-step
---

[Skip to content](https://support.rundit.com/how-to-compose-a-new-report-for-your-investors#main-content)

[Submit a ticket](https://support.rundit.com/kb-tickets/new?hsLang=en)

[![Rundit](https://support.rundit.com/hs-fs/hubfs/rundit_logo.png?height=40&name=rundit_logo.png)](https://rundit.com/?utm_source=supportcenter)

- [Support Center Homepage](https://support.rundit.com/)

Open main navigation

Close main navigation

- [Support Center Homepage](https://support.rundit.com/)
- [Submit a ticket](https://support.rundit.com/kb-tickets/new)
- [Sign in to Rundit platform](https://app.rundit.com/#/login)

[Sign in to Rundit platform](https://app.rundit.com/#/login)

 Welcome to Rundit Support Center

- There are no suggestions because the search field is empty.

1. [Support Center](https://support.rundit.com/?hsLang=en)
2. [Rundit for Portfolio Companies - Get started](https://support.rundit.com/rundit-for-portfolio-companies-get-started?hsLang=en)
3. [Investor reports](https://support.rundit.com/rundit-for-portfolio-companies-get-started?hsLang=en#investor-reports)

# I'm a company user, how to compose a new report for my investors?

## If you're a company user, learn how to compose a new report for your investors with step-by-step

### 1. Report quantitative metrics:

Once you've signed up and logged in to your Rundit account, navigate to **Metrics** on the left menu. You can input the numerical KPIs either by manually entering the figures into the table cells or by integrating a Google Spreadsheet. The inserted numbers are automatically saved. Check with your investors whether they want you to report monthly or quarterly numbers.

### **2. Compose a new qualitative report:**

> 1\. From the left menu, navigate to **Reports** and click **New report** button
> 
> ![](https://lh4.googleusercontent.com/3jh9hnYDWYp7b1hOcUYxiAVGkxE32Yyp3A2SqaE5AUekPjxfhamEvgBakN4OWeRYmNetGP4NslQS_h5clo8u3Hicwm_bneErqyHxoLWtwEDu_PZWeoPrVKBd14IW3vUHIuk35pNAuvLAXjh_2cw)

 

> 2\. Choose the correct time period for your report. 
> 
> ![](https://lh4.googleusercontent.com/NEX-lm4m4VHWu4E5r9NBOuvBBuhjozAsdUuYKiDCJYlAxYImiA9kboSCfLWrZ0xDW6DAdkkmq7wRwwMDkN3iZjZWabsix12S8a0owdxKkGO_Qxua725hkcba5G8v_UFbxxsHsCE8mQRaO5IC510)

 

> 3\. The template has been created by your investor(s). Write an update on each requested category. 
> 
> ![](https://lh4.googleusercontent.com/rVZnpcymb4Q06N9Fc3vEAvXxsANP7yVDxsO_QPjjES25_cUEX3OsuWmHGBMYnqV3nHxFZQUmh1odC950SDt89vqsYU2PSGjf19taXS_A7MNq-Koq-pWC5VGJtDbRKOOeieSNT-tY_Li1QpxVDaE)

Hover over headline sections and click the plus icon **to add an image, a metrics table or a chart. ![](https://support.rundit.com/hubfs/image-png-Jan-05-2023-08-00-05-1175-AM.png)**

 

> 4\. Make sure to save your report as a draft if you plan to revisit it later, or choose to **publish** it for your investors to view.
> 
>  
> 
> ![](https://support.rundit.com/hs-fs/hubfs/image-png-Apr-30-2025-11-45-07-4464-AM.png?width=688&height=301&name=image-png-Apr-30-2025-11-45-07-4464-AM.png)

**Note:** 

- The report is automatically saved as draft as long as you are connected to the internet.
- You can clone or edit draft or published report.
- Report author: name of the team member who created the report. Cannot be edited.
- Please do not work on the report simultaneously with your teammates to make sure your writings won't go lost.
- We recommend updating your metrics table first (metrics page), you can then attach the updated metrics table/ chart to the investor report.

 

- [Rundit for Investors - Get started](https://support.rundit.com/rundit-for-investors-get-started?hsLang=en#main-content)

    - [Investors](https://support.rundit.com/rundit-for-investors-get-started?hsLang=en#investors)
- [Account settings](https://support.rundit.com/account-settings?hsLang=en#main-content)

    - [User Settings](https://support.rundit.com/account-settings?hsLang=en#user-settings)
    - [Organization Settings](https://support.rundit.com/account-settings?hsLang=en#organization-settings)
    - [Users & Funds](https://support.rundit.com/account-settings?hsLang=en#users-funds)
    - [Currency Settings](https://support.rundit.com/account-settings?hsLang=en#currency-settings)
    - [Subscriptions](https://support.rundit.com/account-settings?hsLang=en#subscriptions)
    - [Security](https://support.rundit.com/account-settings?hsLang=en#security)
- [Functionalities](https://support.rundit.com/functionalities?hsLang=en#main-content)

    - [Portfolio monitoring](https://support.rundit.com/functionalities?hsLang=en#portfolio-monitoring)
    - [Investment data](https://support.rundit.com/functionalities?hsLang=en#investment-data)
    - [Investments Overview Dashboards](https://support.rundit.com/functionalities?hsLang=en#investments-overview-dashboards)
    - [Export data](https://support.rundit.com/functionalities?hsLang=en#export-data)
    - [Company profile](https://support.rundit.com/functionalities?hsLang=en#company-profile)
    - [Comments](https://support.rundit.com/functionalities?hsLang=en#comments)
    - [Company reports](https://support.rundit.com/functionalities?hsLang=en#company-reports)
    - [Portfolio activity](https://support.rundit.com/functionalities?hsLang=en#portfolio-activity)
    - [Global fund and currency selector](https://support.rundit.com/functionalities?hsLang=en#global-fund-and-currency-selector)
    - [Capital allocation](https://support.rundit.com/functionalities?hsLang=en#capital-allocation)
    - [Company custom ID](https://support.rundit.com/functionalities?hsLang=en#company-custom-id)
    - [Industry](https://support.rundit.com/functionalities?hsLang=en#industry)
    - [Labels](https://support.rundit.com/functionalities?hsLang=en#labels)
    - [Currency Settings](https://support.rundit.com/functionalities?hsLang=en#currency-settings)
    - [Interactive Fund Report](https://support.rundit.com/functionalities?hsLang=en#interactive-fund-report)
    - [Fund Management](https://support.rundit.com/functionalities?hsLang=en#fund-management)
    - [AI Toolbelt](https://support.rundit.com/functionalities?hsLang=en#ai-toolbelt)
    - [Dashboards](https://support.rundit.com/functionalities?hsLang=en#dashboards)
- [Rundit for Portfolio Companies - Get started](https://support.rundit.com/rundit-for-portfolio-companies-get-started?hsLang=en#main-content)

    - [Investor reports](https://support.rundit.com/rundit-for-portfolio-companies-get-started?hsLang=en#investor-reports)
    - [Getting started](https://support.rundit.com/rundit-for-portfolio-companies-get-started?hsLang=en#getting-started)
    - [Investor groups](https://support.rundit.com/rundit-for-portfolio-companies-get-started?hsLang=en#investor-groups)
    - [Metrics](https://support.rundit.com/rundit-for-portfolio-companies-get-started?hsLang=en#metrics)
    - [File storage and sharing](https://support.rundit.com/rundit-for-portfolio-companies-get-started?hsLang=en#file-storage-and-sharing)
- [Troubleshooting](https://support.rundit.com/troubleshooting?hsLang=en#main-content)

    - [Google Sheet integration](https://support.rundit.com/troubleshooting?hsLang=en#google-sheet-integration)
    - [Email issues](https://support.rundit.com/troubleshooting?hsLang=en#email-issues)
    - [Metrics](https://support.rundit.com/troubleshooting?hsLang=en#metrics)
    - [Reporting reminder](https://support.rundit.com/troubleshooting?hsLang=en#reporting-reminder)
    - [Navigation](https://support.rundit.com/troubleshooting?hsLang=en#navigation)
    - [Interactive LP report](https://support.rundit.com/troubleshooting?hsLang=en#interactive-lp-report)
    - [Investments](https://support.rundit.com/troubleshooting?hsLang=en#investments)
- [FAQs](https://support.rundit.com/faqs?hsLang=en#main-content)

    - [Investors](https://support.rundit.com/faqs?hsLang=en#investors)
    - [Portfolio Companies](https://support.rundit.com/faqs?hsLang=en#portfolio-companies)

- [Support Center Homepage](https://support.rundit.com/)

[![Chill listening crop-3](https://support.rundit.com/hs-fs/hubfs/rundit_logo.png?width=69&height=24&name=rundit_logo.png "Chill listening crop-3")](https://rundit.com/)

Support Center

<https://www.facebook.com/runditsoftware/> <https://twitter.com/RunditOfficial> <https://www.linkedin.com/company/rundit/> <https://www.instagram.com/rundit_official/>

Copyright © 2026, Rundit