Manage KPIs and investor reports

Create indicators, import data, and manage recurring reports.

Last reviewed: 2026-08-25

Manage KPIs

1. Open the company’s Investor Relations or Indicators area.
2. Create an indicator with the correct unit, dimensions, and reporting frequency.
3. Enter data directly or download and complete the CSV template.
4. Import the CSV, review validation messages, and verify the resulting values.
5. Add commentary where the number needs context.

Manage reports

Create or select a report template, configure recipients and reporting periods, and review generated requests before sending. Verify late or incomplete reports from the management view.

A report communicates company information but does not change cap-table ownership.