Just set up a recurring reporting schedule and you will get a notification when a new report is due. Set up a template and select the KPIs to include in every report.



How does an update look in the app?


Setting up a reporting schedule and template

  • Go to Investor Relations > Updates

  • Click Schedule Updates to set up recurring updates

  • Choose a Schedule name, Interval, Start date, KPIs, KPI window size and who to Share it with.

    • The KPI window size is the number of data points up to the date of the report to be included in the report. This allows you to include a rolling time window of KPIs.

    • You can always go back to these settings by clicking the Edit icon on a reporting schedule.

  • Either start writing the first report right away or close it and click the Template button to adjust the template for all reports in this schedule.


Writing a report

  • Click Create update to create a new one. It will use the defined template. Click on the created report to open and edit it.

  • Change the font style of existing text, or add a hyperlink, by marking the respective text.

  • Add a new content block by clicking into an empty line, typing "/" or clicking the "+" icon.

  • There are the following content blocks to choose from:

    • Big, medium or small heading

    • Bulleted or numbered list

    • Table, quote, divider, image or link

  • Any document from the Data Room can be attached to the report, which will share with the recipients.


Publishing a report

  • When you're ready to publish your report, click Preview.

    Make sure everything looks good and then click Publish.

  • This will notify all stakeholders with whom the report has been shared. For stakeholders who have not been invited before the publishing of the report, an email invitation to create a Ledgy account will be sent. They will then be able to add the company to their portfolio.

  • The selected KPIs are copied into the report when publishing. When KPIs are updated in the KPIs section, they don't change the ones in the report.

  • A PDF of the report is created and shown under Version History at the bottom. Investors can download this PDF, if they want to archive it.

  • Once published, a report and its content, including KPIs, can't be changed without the stakeholders being notified. This audibility is very important for investors and helps you to keep their trust.

    • If you need to make changes, you need to unpublish, make the changes, and republish.

    • A new PDF export is created and added to Version History.

    • KPIs will be updated with new values if you change them in the KPIs section.


Deleting a report

  • To delete a report that has been published from Investor Relations, the report has first to be deleted in Investor Relations > Updates, where the report has been configured and published.

  • You have the option to view the report in Documents > Data Room, but you won't be able to delete the report from the Documents section.

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