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Core path

Building an investor report

Create a report and give it a clear structure before adding content.

A good report starts as an ordered argument, not as a pile of charts.

Open Investor Reporting and choose Create new report. ValueWorks creates a draft report shell with a default name and Section 1. Rename the report with the pencil beside its title before you start filling it.

Use + Add section for each distinct part of the story. Rename sections so readers can scan the structure, then use the Sort sections button in the top action bar — the icon shows two vertical arrows, one pointing up and one pointing down — to arrange them. A practical order is: executive summary, performance and variance, operational drivers, outlook, risks and decisions required.

Build the shell first. It is much easier to notice a missing part of the story when the section list is visible than after content has accumulated.

An investor report titled TEAM F - Investor Reporting, showing Created by, Created at and Status as Draft, a Recipients line, section tabs for Executive Summary, Key KPI, Profit and Loss Statement, Deep Drills, Liquidity, Attachments and Section 7, and the Executive Summary section set to Text with its rich-text editor beneath.
  1. 1The rename pencil beside the title
  2. 2Created by, Created at, Status, Recipients
  3. 3Section tabs, and + Add section at the end
  4. 4Download, Approve, Recipients, Sort sections, Delete, Create new report — the top action bar
  5. 5Type set to Text, with the rich-text editor open beneath it

ValueWorks 2026.08

Takeaways

  • Create the report shell.

  • Name the report.

  • Add, rename and sort sections.

  • Choose each section's type and fill it.

Surfaces covered

  • Investor reporting

Also taught in the Academy

Module 8 · Explain and report

Take it as lesson 8.1 in Business Analyst & FP&A