Reports are considered overdue if no Investor Report or Financial Statement for a particular portfolio company or fund has been saved to the Documents section of your account and dated within the past 90 days. An Overdue Reports summary will show on your Dashboard and on the Overdue Reports tab within the Documents section of your account unless you've opted to hide Overdue Reports.
Once you see which companies are overdue for reporting, you can take action and use their contact info (stored in the Company record), to reach out and request an update. This feature helps you keep your portfolio up-to-date.
Learn how to hide Overdue Reports.
Learn how to snooze Overdue Report notices.
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