Data and Reports
1. Editing a Business Report
Navigate to: [Data & Reports] → [Business Report] NEW
1. When the business report is saved, you can see it from ‘Report Details’ tab.
2. Click ‘Edit’ button at the top right of the page.
3. The information field will be activated. You can then update the information.
4. Once you finish updating the information, click ‘Save’ button.
2. Sharing a Business Report
Navigate to: [Data & Reports] → [Business Report] NEW
1. When you finish writing a business report, click ‘Share’ button at the top right of the page.
2. Check whether the required items are all uploaded. Update the report if there is any omitted item.
3. If you uploaded all of the required items, ‘Updated Needed’ will be shown as 0. Check off the box next to the investor’s name and click ‘Share’ button.
4. Once the report sharing is successfully done, notice will pop up.
- If you have further questions, let us know by the support chat widget at the bottom right of the page. The customer support team will help you.
