Drafting a Business Report
Drafting a Business Report
1. Check Email Invitation: Click "Input Details" on invitation email from QuotaBook
2. Drafting an Investor Requested Business Report
Navigate to [Business Report NEW] on your left side toggle menu under “Data & Reports” and select the specific business report requested by one of your investor shareholders
Select [Draft Report] under “To Do” on the right side of the screen
Input data for [Required] sections
Report Guide:
View Requests By Investor: Select specific investor to share the business report with
Category: Select, view, and edit the required categories. Required categories will be marked with “ * “
Field Categories: Required sections will be marked with “ * “
Input Fields: Enter the appropriate data (name, value, date)
“Load existing data”: loads previous data for entire section from data from previous reports stored in QuotaBook
“Save”: Please make sure to save prior to moving on to the next report category
Select “Add rows” within the Employee, Borrowing, Ownership, and Capital Change sections to input multiple transactions and individuals
Attaching Files: Select [Upload file] and attach the appropriate files based on category
Creating and Drafting Your Own Business Report
Navigate to [Business Report NEW] on your left side toggle menu under “Data & Reports” and select [Create Report]
Customize the format of the business report by (i) type and (ii) base period
