Send an investor report

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.

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

1. Open Reports from the main menu, or open the holding and go to its Reports tab.
2. Open the draft report you want to send.
3. Check the report title, the period, and the share class scope (the whole holding, or a specific share class).
4. Use the live preview to confirm the report reads correctly and any attachments are included as you expect.

Publish the report

1. Select Publish.
2. 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.