# Drafting a Business Report

## Drafting a Business Report

1. **Check Email Invitation:** Click " **Input Details"** on invitation email from QuotaBook

2. Drafting an Investor Requested Business Report

Navigate to 
   [ **Business Report NEW**](#) on your left side toggle menu under “Data & Reports” and select the specific business report requested by one of your investor shareholders

3. Select **[Draft Report]** under “To Do” on the right side of the screen

4. Input data for **[Required]** sections

_**Report Guide:**_

- _View Requests By Investor: Select specific investor to share the business report with_
   - _Category: Select, view, and edit the required categories. Required categories will be marked with “ **\*** “_
   - _Field Categories: Required sections will be marked with “ **\***“_
   - _Input Fields: Enter the appropriate data (name, value, date)_
   - _“ **Load existing data**”: loads previous data for entire section from data from previous reports stored in QuotaBook_
   - _“ **Save**”: Please make sure to save prior to moving on to the next report category_

5. Select “Add rows” within the Employee, Borrowing, Ownership, and Capital Change sections to input multiple transactions and individuals

6. Attaching Files: Select **[Upload file]** and attach the appropriate files based on category

## Creating and Drafting Your Own Business Report

1. Navigate to **[Business Report NEW]** on your left side toggle menu under “Data & Reports” and select **[Create Report]**

2. Customize the format of the business report by (i) type and (ii) base period