How do I create a report of multiple Updates for a specific time period?

You can create a report of all or select company updates by going to the Reports section of your account and selecting the tab for Updates. There, you can use the filtering fields to specify company and/or time period. After selecting which updates to include, click the button to "Generate Combined Printable Report", which will merge each report successively into one record. You can then click the Word or PDF icons to download a copy of the combined updates for further editing or to share with others. 

This is particularly useful for quarterly reporting to provide a company update on each portfolio company in your portfolio. You may even wish to upload a copy of your report to the Documents section of your account for future reference by you or your investors.

Learn how to add an Update.

 

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