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Core pathHighest valueCaution

Approve — what locks

State exactly what approval freezes and check the report first.

Approval is a control point, not a formatting button.

Choosing Approve opens a warning: after approval, KPIs and time ranges cannot be changed. The dialog offers Approve and Approve & Send. After sending, only recipients can be edited.

Before approval, verify the report period, KPI selection, comparison basis, section order, commentary and recipients. If any of those are still uncertain, cancel and return to the draft.

The Approve Investor Report dialog, warning that after approving, KPIs and time ranges can no longer be changed, and that after sending only recipients can be edited, with Cancel, Approve & Send and Approve buttons across the bottom and a close cross in the corner.
  1. 1The warning text — read this before clicking through
  2. 2Approve, and Approve & Send, as two separate buttons

ValueWorks 2026.08

Takeaways

  • ⚠ Caution

    Correct period and KPIs?

  • Correct evidence and commentary?

  • Correct section order?

  • Correct recipients?

Surfaces covered

  • Investor reporting

Also taught in the Academy

Module 8 · Explain and report

Take it as lesson 8.4 in Business Analyst & FP&A