3. Creating, Tracking, and Receiving Portfolio Business Reports
Creating Portfolio Company Business Reports
Navigate to [Portfolios] - [Business Report] - [Create Report]
![](https://framerusercontent.com/images/ZXq1mJ4bXQ0wo1UrGnGPejXA.png)
Create your report by frequency, year, month and its due date for portfolio companies
![](https://framerusercontent.com/images/szFOQYT9uyClhiJ7NjdkajOlT8Y.png)
Select the sections of the business report you would like to receive updates on
![](https://framerusercontent.com/images/NqubhQVMseG5vQwLhdtaj4Dj7K8.png)
![](https://framerusercontent.com/images/TAROrWkNQD9GPpwWsX2zsodIZQ.png)
Add customizations to each section of the report by adding additional fields
![](https://framerusercontent.com/images/J01gZmRKHS49mnhZ23Vby8WwoQ.png)
Track when your portfolio company starts the drafting process and submits the report
![](https://framerusercontent.com/images/HktJljPpyky8yJzjtb4bLKADQ.png)