Beta Testing: Discussions by Dave Hopton on 19th May 2016

Beta Testing: Discussions

So you’re on top of your investor reporting and your investors are engaged. That’s great.

But it also introduces a new problem. Questions! If you’re sending a report to multiple people then odds are a few of them have the same questions for you. We’ve heard stories of people having to reply to the same questions from 8 different people. Not the best use of your time!

So we’ve just released a new feature that allows your recipients to post comments and questions directly on to your report for you and all other recipients to see and reply to. Read all about it here.

Currently this is in beta testing. That means it might not be perfect yet. So do give it a try and let us know how you get on with it so we can further improve it.

To enable this feature just log in to your account (or create one, it’s free) click the Settings tab. Then tick the box to enable commenting.

When you or your recipients view a report you’ll see icons appear to add and view comments on various parts of the report.


We can’t wait to hear what you think.