Schedules and request templates

Most investor reporting is the same ask, repeated. If you request the same topics from the same companies every quarter, there are two ways to stop doing that by hand, and they solve different halves of the problem. A template saves what you ask for. A schedule saves when you ask.

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Request templates

A template is a saved selection of topics. Create one from Create Template, and the next request starts from it rather than from an empty form; you pick the companies and send.

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Reporting schedules

A schedule sends a request automatically on a recurring basis, so a quarterly update does not depend on anyone remembering. Create Schedule sets it up, and the panel tracks how many schedules are active, how many companies they cover, and when the next request goes out. The practical difference: They compose. A schedule built on a template is the setup most firms end up with: the same questions, on the same cadence, without anyone chasing.

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A reasonable setup

Build the template first, from the topics you actually read rather than everything available. Send it manually once and see what comes back; that is when you learn whether a topic you thought was essential produces anything useful. Then put the version that survived on a schedule.

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Next steps

• Request a report: the underlying request flow.
• Portfolio intelligence: where the answers land once they arrive.