Use Reporter to turn your books or statements into a report you can publish and share. You review everything before it goes anywhere.
Create a report
Start the report
From Review, choose Start a report. You can also go to Publish > Create and choose File a Report. Check that the company name is the one you mean to report for.
Select intent
Under What would you like to report?, choose a report. Then choose Where does the statement come from? and select Continue to upload. See Reporting intents and playbooks for the options.
Upload statement
Upload your file, or for a connected ledger, choose the dates to pull. If no connection exists, this step offers Connect QuickBooks or Connect NetSuite.
Review data
Check the extracted figures against your source. Resolve anything missing or mismatched here.
Preview
Check the report exactly as it will be published.Publish
Publish the report. Leave Create verification record on to lock the report, record its fingerprint and create a record that can be checked on chain before you share. See How proof works.
Share
Notify people who already follow you, or invite someone by email. Sharing is a separate step and can be revoked. See Share reports.
Keep the page’s URL so you can return to the same run if you close it. Reopen the run rather than uploading the file again.
What to check before you publish
- The company and the reporting period.
- Figures against the source statement, including anything Reporter flagged as missing.
- Whether the report describes what you’ll say it describes. A single account statement isn’t a whole fund’s performance.
- Whether the original document should be available to readers. See Protect the document.
After you publish
A report locked on chain can’t be changed: its name, type and period are fixed, and you can’t delete it. Make corrections in a new report and say that it’s a correction.
To remove a report that hasn’t been locked, delete it. If anyone else has had it, it’s withdrawn rather than erased. See Withdraw a report.
Post updates and documents
Not everything needs the financial reporting workflow. Go to Publish > Create to:
- Post an Update: a monthly investor update, progress note or announcement.
- Share a Document: an investor letter, investment memo, thesis or board document.
These appear under Publish > Publications. You can share them, tag them and add them to collections.
Organize reports into collections
A collection is a named set of reports and publications that you share as one unit, such as a board pack or a lender pack. Go to Publish > Collections, or the Collections tab on the Reports page.
- Add one report. On the Reports page, open a report’s menu and choose Add to collection….
- Add several. Choose Select, tick the reports, then choose Add to collection.
- Start from a structure. When you create a collection, the Data Room template sets up Financials (with Statements and Projections), Cap Table, Legal, Corporate and Team.
- Nest collections. On a collection’s page, choose New collection inside. Use Move to… to move one elsewhere, or to Top level.
Keep these rules in mind:
- Anyone who can see a collection can see everything inside it, including anything you add later.
- A minted collection is fixed: you can’t add or remove anything in it.
- A collection that still holds other collections can’t be deleted. Move or delete those first.
To ask questions across a collection, choose Ask about this collection. Answers come from the collection’s reports and cite the ones used. Reports you can’t read are left out.