How to View Request Responses
We make it easy for you to view all responses to a Request. To get started, click on the respective Request you would like to view or export.
Next, click on the period to see a view of all responses.
Note: In this view, you can easily see a summary view of due date, reminder schedule, and how many responses have been submitted.
After clicking a specific request due date, you’ll see a summary view of all responses, along with analytics on the status of the request including: whether emails were sent, opened, or bounced. You can also hover over the completion icon to see the date the request was completed.
Next, click the View request icon to view the details of a specific company's request in more detail.
The left side of the of this view illustrates the values that the company input into the request and the right side shows an AI generated summary of the company's performance. If you've enabled the AI settings in your request, this summary will automatically be added to your portfolio company's notes.
Click the Metrics tab on the right side of your screen to view the data that was submitted for the portfolio company. From this tab, you can edit this data in-line.
Additionally, if you've requested files, you can view a preview of the file by clicking it.
How to Export Request Responses
To export the request responses to a spreadsheet, click Export responses in the top right corner.
After clicking export responses, click Download file to finish downloading as a spreadsheet.
Please let us know if you have additional questions!