Under the Information Requests tab select Manage Templates button on the top right.
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You will be presented with a Default template. This was created by Standard Metrics based on the most commonly requested items.
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From there you can choose to either Duplicate an existing template and make edits, or start from scratch by selecting the Add Template button.

In the Automation section, you may choose to set a recurring schedule for this template. This will prompt the system to automatically draft up a new Information Request on your preferred reporting cadence, which can then be edited as needed and sent out by an Admin.

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In the Companies section, you will designate which portfolio companies should receive this Information Request template.

In the Documents and Metrics sections, you will enter in the specifics of the request and designate whether each item is required or optional. Selecting Add Metric will pull up the Metrics Library where you can pull in existing metrics or add a new custom metric as needed. If you have questions around navigating the metrics library and adding custom metrics, see Metrics Library FAQs.

*Note that if certain companies are required to report additional custom metrics, these can be added on a per company basis after the initial Information Request is created. See How to Add Custom KPIs to an Information Request

Once you have completed the template, you will be able to access it when creating a new Information Request. See How to Create an Information Request
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