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Step-by-step guide

View company reports

Open reports published to your investor profile and review company updates.

In this article
  1. Open company reports
  2. What is available
  3. When a report is not visible
  4. Read a report in context
  5. Handle corrections

Open company reports

  1. Open the Investor View and select the investor profile.
  2. Find the company in the Investments table.
  3. Select the reports button beside the company.

What is available

You can view reports that the company has published to your investor profile. A report can include indicators, goals, commentary, and attached files. The late-reports warning that reflects governance rating is shown only to the company's own editors and does not appear on this page.

When a report is not visible

Reports remain unavailable until the company publishes them to a group that includes your investor profile. Contact a company representative if you believe a report should be shared with you.

Read a report in context

Confirm the company, reporting period, publication date, units, and currencies before comparing figures. Review commentary and goals with the KPI observations they explain. A published report is a period snapshot and may differ from the company’s current KPI series.

Handle corrections

If a material figure appears wrong, preserve the report name and period and contact the company representative. Do not reinterpret the number using a different unit or edit the investor portfolio to force agreement.