3. Creating, Tracking, and Receiving Portfolio Business Reports
Creating Portfolio Company Business Reports
Navigate to [Portfolios] - [Business Report] - [Create Report]
Create your report by frequency, year, month and its due date for portfolio companies
Select the sections of the business report you would like to receive updates on
Add customizations to each section of the report by adding additional fields
Track when your portfolio company starts the drafting process and submits the report