Within an Investor Report, users will see different statuses that help show the progress of the report. Below is an explanation of the different statuses you may see on the status bar.
Auto-submit is disabled [default state]
1. You just opened a new information request from an investor; it's new and still empty.
2. You enter some required metrics. Data is auto-saved, but the report hasn't been submitted yet (indicated by the yellow color of the progress bar). The report still needs to be submitted to the investor so they can receive the data.
3. You clicked on 'Submit to Investor'. The progress bar is now green, indicating that the investor now sees this data.
4. You enter/change data, but didn't resubmit.
5. You add the rest of the required data. The progress bar is still yellow, indicating outstanding changes that have not yet been submitted, and therefore not sent to the investor.
6. You enter all the required metrics and click 'Submit to Investor'. Now the progress bar and message box are both green, indicating that the investor has received all the required data.
Auto-submit is on [can be turned on in Settings]
1. You just opened a new information request from an investor; it's new and still empty.
2. You have partially filled out the report.
3. You have completed the report.
