Skip to main content
A Vein report is built from blocks rather than typed into a document. Metrics and written sections each have their own block, so every report an investor receives has the same shape.

​
The block types

Blocks are offered in four groups in the list beside the editor. Metrics and charts show your figures. Everything else is the part only you can write, and it is usually what an investor reads first. The structured blocks ask for specific fields (a risk asks what you are doing about it, an ask asks by when) because investors read those fields across the whole portfolio, and a consistent shape is what lets them.

​
Build it

1

Start a report

Open Reporting and create a new report. If you send something similar every quarter, start from a template instead of an empty canvas; templates carry their block layout and metric selection with them.
The Vein Reporting page with the Create Report button highlighted

Press Create Report on the Reports tab. Templates, beside it, starts from a saved layout instead.

2

Title it and set what it covers

Create Report opens the editor. Give the report a title, then use the Covers control beside it to say what the report describes. It starts as a snapshot “as of today”, which suits a baseline or onboarding report; choose this quarter, last quarter, this month, or last month for a period report, or a custom range. What it covers is what the metric blocks pull against, so setting it first saves reselecting data later.
The Vein report editor showing the report title, the Covers control, the Add a block list, and the Send report button

The editor: title and Covers at the top, the block list on the right, and Save as template, Preview, Save draft, and Send report along the top.

3

Add and arrange blocks

Pick a block from the Add a block list to build the report up a section at a time. Order them the way you want them read: most reports open with a short written summary, then the metrics that back it up, then the documents. Save draft parks an unfinished report on the Reports tab rather than sending it.
Select fewer metrics than you think you need. A report with eight numbers an investor actually reads beats one with forty they skim.
4

Fill in the written blocks

Each structured block has a few required fields and some optional ones that stay collapsed until you add them, such as a deal value or a customer quote. Say what changed, what you learned, and what you need; the numbers already say what happened.
5

Preview before sending

Preview shows the report as its recipient will see it, including the stamp at the foot, which records the report ID and when it was generated.
6

Send it

Send report asks which investors should receive it, with a count of how many you have picked. They receive it in Vein and by email, your teammates get a notification that it went, and the copy the investors hold is frozen at send time.The same dialog has a switch to create a data room from the report at the same moment, which adds a password, an optional email prompt, an expiry date, and an optional watermark to a share link for people outside your investor list.
Sending is limited to admins and owners, while members can build and save drafts. If the Send report button is missing for you, see roles and permissions.
A sent report does not update when your metrics later change. That is deliberate, since an investor’s copy should not move under them, but it means a correction requires sending a new report rather than editing the old one.

​
Save a layout for next time

Most companies send the same shape of report every quarter: the same metrics, the same written sections, in the same order. Saving that shape as a template means you build it once instead of every time.
A template stores the block structure, not the numbers. Reusing one gives you an identically laid-out report whose figures are refreshed for the new period. You are never at risk of re-sending last quarter’s values.
Templates are saved from the editor rather than created from scratch, so the sequence is always: build a report you are happy with, then keep its shape. Choose Save as template and name it after the occasion rather than the date. “Q1 Board Update” stays accurate forever, “March 2026” is wrong by April. The Templates button on the Reports tab lists your saved templates. Picking one lays out the blocks immediately, with the current period’s figures already filled in. From there it is an ordinary draft, and changing it does not alter the template it came from. Deleting a template has no effect on reports already built from it.
Templates are shared across your company, not private to you. A colleague can start from the layout you saved, which is the point: it keeps successive reports comparable even when a different person assembles them.If an investor mentions their own templates, they mean something different: theirs save what to ask for, yours save how to answer. The two never interact.

​
Recurring reports

You do not set up a reporting schedule yourself. Schedules belong to your investors: when an investor puts a request on a cadence, a new request arrives in your Requests tab each period, so check that tab as each due date approaches. Building a template of the report you send each period is what makes answering those requests quick.

​
Next steps