Editing a Business Report
1. Editing a Business Report
Navigate to "Data & Reports" → "Business Report NEW"
1. Select ‘Edit’ button on the top right corner of the screen
![](https://framerusercontent.com/images/V4ySZECuVKUJppzJZFzIBbOf6A.png)
3. You will now be able to input information and make edits to previous data
![](https://framerusercontent.com/images/LxOrTKjuCuCWjY8pGQSxZzP2aw.png)
4. It is important to select "Save" upon making the edits
2. Sharing a Business Report
Navigate to: "Data & Reports" → "Business Report NEW"
1. Upon filing the necessary sections and saving the report, select "Share" on the top right corner of the screen
![](https://framerusercontent.com/images/ByzatzftaSw7MZ2f83zZhm1U.png)
2. Check whether each required item has been satisfied
![](https://framerusercontent.com/images/dQIpDXEAww3N1mStjh7J3zWye3A.png)
![](https://framerusercontent.com/images/s0fJZsSipqgfVz9KoONvP0CjgSM.png)
3. Once all the required items are submitted, ‘Updated Needed’ will display a 0. Check the box next to the investor’s name and select ‘Share’ on the bottom.
![](https://framerusercontent.com/images/rb9k2Rtyxw9L7ygFv9HNRiQZuAE.png)
If you have any questions, feel free to utilize the support chat widget at the bottom right of the page and our customer support team will be in touch you shortly.