Step One: Navigate to Requests and then click + New Request, then choose One-Time Request & click Create.
Click Requests from the inner navigation menu. Then, select +New Request in the top right side of your screen. Next, select One-Time Request and click Create.
For more information about One-Time Requests, please refer to this article.
Step Two: After completing the Settings, choosing the Companies and defining the Schedule for the Request, begin building the Content of your Request.
After adding the necessary Request framework, begin adding the KPI's to your One-time Request.
Step Three: After adding the KPI's, choose up to six periods of data to the Request. Then, click Next.
Add your Metrics and then choose up to six periods of data to Request. Then, click Next.
Step Four: Review your Request and click Set request live to gather your portfolio companies' historical metric performance.
After reviewing your Request, click Set request live to send the Request.
Please let us know if you have additional questions!