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By the end of this guide you'll have published a draft investor report and, if you choose, sent your investors an email letting them know it's available — so investors with a position in the holding can open the report in their investor portal.
Note
Sending an investor report is a GP task. You need access to your firm's workspace and to the holding the report covers, and the report you're sending must already exist as a draft. If the report or its Publish action isn't available, ask a workspace admin to grant you access.
Before you start
A report belongs to a holding and is optionally scoped to a share class. Make sure the report's title, period, and sections are finished and read the way you want, because publishing makes the report visible to investors. While a report is a draft it's visible only to your team and stays editable; once it's published it becomes read-only until you unpublish it. If you still need to build or finish the report, do that first — creating and editing reports is covered separately under Investor reporting.
Review the draft
- Open Reports from the main menu, or open the holding and go to its Reports tab.
- Open the draft report you want to send.
- Check the report title, the period, and the share class scope (the whole holding, or a specific share class).
- Use the live preview to confirm the report reads correctly and any attachments are included as you expect.
Publish the report
- Select Publish.
- In the publish dialog, choose how to publish: Publish Only makes the report available in the investor portal without sending an email, and publishes the report and opens an email to investors.