# Manage KPIs and investor reports

> Create indicators, import data, and manage recurring reports.

- Category: Portfolio and reporting
- Type: task
- Audience: Company editors
- Last reviewed: 2026-08-25
- Canonical HTML: https://tekorax.com/help/portfolio-reporting/kpis-reports/
- Content version: 4486eb0a0a35f4eb

## What Investor Relations connects

Eqdeal connects indicator definitions, observations, goals, recurring report templates, report drafts, published snapshots, documents, and investor access. Each layer has a different purpose and state.

## Recommended reporting workflow

1. Define each KPI with a stable name, unit, accumulation rule, and responsible owner.
2. Enter or import observations for the correct company and periods.
3. Create recurring report templates with only the information readers need.
4. Complete the generated report and explain material changes.
5. Review figures, evidence, period, and access before publication.
6. Confirm the published report from the intended investor profile.

## Choose the detailed guide

- **Create and maintain KPIs** — indicator definitions, units, cumulative behavior, observations, and goals.
- **Import KPI data from CSV** — file preparation, validation, duplicate prevention, and reconciliation.
- **Create recurring report templates** — indicators, frequency, automated or manual publication, and intended access.
- **Review and publish an investor report** — draft completion, evidence, publication state, and investor visibility.

## Keep reporting separate from ownership

A report communicates company information but does not change cap-table ownership. Likewise, publishing through API or MCP changes the report state but does not deliver email or other messages to recipients.