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.
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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.