Creating your first reporting Request
Requests are the most streamlined way to collect data from your portfolio companies. They're designed to be set up once initially and then run automatically in the future -saving you time and effort.
To create a Request, navigate to the Requests section on the left side of your screen. From here, select +New request to open the Request editor.
There are four different sections in the Request editor:
First, choose the name of your recurring Request. This will also function as the subject line of the email notification your companies will receive.
Tip: Avoid referencing a time period such as 'Q1' in your request title. Instead, try choosing something like '[Fund Name] Quarterly Reporting'.
Next, select who should be the Sender of the Request and who on your team wants to be notified when companies complete a Request. Here, you can also toggle on notification reminders to remind your admins to finish setting-up the request five days before notifications go out to portfolio companies.
The last step on this page is choosing which companies you want to send the Request to. You can only send a request to a company if you have an email for that company. You can choose individual companies by clicking + next to their name, or you can select companies by segments by clicking the drop down next to All companies. (See How to create Segments)
Click Apply followed by Next button to continue to the next step of building a Request.
From within the Schedule tab, you will be able to choose the recurring frequency, choose the first due date, set the email reminder frequency, and have the option to customize messages for your automatic email reminders.
First, choose the frequency of your Request by choosing Weekly or Monthly and then choosing a repeating frequency. The example below is for a quarterly Request due on the last Monday of every three months.
Then choose the automatic email reminder frequency and choose to customize each individual reminder message. If you leave these message boxes empty, the message will default to the message at the bottom of the Schedule page.
Select Next once you're done customizing the body of the email.
Here is where you actually create the Content of your Request.
You can add several different Request block types including Text fields, Metrics, Multiple Files, Yes/No, Dates, and Dropdown responses.
Note: You will see a comprehensive view of all the metrics in your Request but your companies will only see the metrics that have been assigned to them.
When you're done creating the content of your Request select Next.
4. Preview and publish
On the Preview page, you can open up a preview of an individual company Request or send yourself a test email to see how it will look once it lands in a company inbox.
When you're ready to set your Request live select Set Request Live. You will have the option to send out a notification to your companies right now or schedule the first notification to be sent out according to the email reminder options you selected in the Schedule section.
Congrats! You've just built a recurring Request!Please let us know if you have additional questions!