> ## Documentation Index > Fetch the complete documentation index at: https://docs.vein.finance/llms.txt > Use this file to discover all available pages before exploring further. # Build and send a report > Assemble a report from blocks and deliver it to your investors. A Vein report is built from blocks rather than typed into a document. Each block pulls from your connected sources, so the numbers are current when you build the report and traceable when an investor reads it. ## The four block types | Block | What it holds | | ----------------- | ------------------------------------------------------------------- | | Financial metrics | A table of metrics you select from your connected sources | | Graph | A line, bar, or area chart of one or more metrics over a date range | | Qualitative | Written sections: key hires, milestones, risks, asks | | Documents | Files from your Vault, shown with their category | Metrics and graphs come from your connections and refresh as those connections sync. Qualitative sections are the part only you can write, and they are usually what an investor reads first. ## Build it 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 Create Report opens the editor. Before adding anything, give the report a title and a start and end date. The period is not decoration: it is what the metric blocks pull against, so setting it first saves reselecting data later. The Vein report editor showing the report title, start and end date fields, and the Add Block button Add Block builds the report up a section at a time. Order them the way you want them read: most reports open with a short qualitative 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. These are prompts, not required fields. Say what changed, what you learned, and what you need; the numbers already say what happened. Preview shows the report as its recipient will see it, including the verification stamp that records the report ID, generation time, and how many sources contributed. Check that stamp: it is what tells an investor the figures came from connected systems rather than a spreadsheet. Send delivers the report to the investors you choose. They receive it in Vein and by email, and the copy they hold is frozen at send time. 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 pulled fresh from your connected systems 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. Starting a new report then offers 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. ## On a schedule If you report on a fixed cadence, set up a schedule instead of rebuilding the report each period. A schedule regenerates the report against current data and sends it to the same recipients, which is usually what a monthly investor update actually is. ## Next steps * [Respond to a report request](/guides/respond-to-a-report-request): when an investor asked for something specific. * [Share a data room](/guides/share-a-data-room): for a link rather than a delivery.