How does reporting work? Who can see my reporting information? How to share my reporting information with deal rooms?

You can add information about your KPIs and progress of previous month(s) when you go to the 'Reporting' tab under your company profile. Your reporting information is visible only to deal rooms that have reporting access to your profile. You can see what access each deal room has when you go to 'Applications' tab and look at the 'Access' column.

How can I share my company's reporting information with deal rooms?

You can make your reporting info visible to a deal room when you open the actions menu of the application you have submitted to the deal room and choose ‘Change access’.

In the dialogue that opens, set the application access level as ‘Overview, details and reporting information’ and click ‘Save’.

Was this article helpful?
Thank you!