How to fill out an Investor Report
In the left hand navigation, select the Investor Reports tab. This is where you'll be able to view current and past information requests sent by your investors.
In the Investor Reports tab, you will be directed to a view of your past and current reports. Reports marked "Sent" indicate a report has been sent by an investor, and reports marked "New" indicate that a report requested by investors is currently empty. Reports marked "In Progress" or "Partially completed" are considered incomplete. Complete reports are marked "Completed" or "Marked as Complete".
Click into an individual report to see the details of the request. First, you will see a set of metrics being requested. To fill these out, simply click into the cell.
If you've chosen to integrate your accounting system, some fields may auto-populate. You still have the ability to override the auto-populated metrics by simply entering updated data into the cells.
Upload financial statements and other documents requested by your investor, click "upload", or drag and drop requested documents (e.g. balance sheet, cash flow statement, P&L, etc.) into the corresponding box.
Once complete, click the Submit to submit the data to your investor. Or, if you have Auto-Submit toggled "on", the information will be automatically submitted.
Auto-Submit vs. Manual-Submit
When you onboard, you are defaulted to Manual Submit (you decide when to publish information to investors) and must click the 'Submit' button to complete the report. However, you have the option to switch to auto-submission, where you can skip this step of pressing "submit" as your information will be automatically pushed to your investors while filling out the report.
Manual-Submit:
Auto-Submit:
Once finished entering in all requested metrics you'll alsobe able to share the report with other investors by clicking the 'Share with other investors' button (see more here).
For information regarding the status bar at the bottom of an investor report, please see here.
For more questions, please reach out to our support team at support@standardmetrics.io.