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Create Your First Report

Learn how to generate comprehensive investor relations reports with Quarterback.

Overview​

Reports in Quarterback aggregate your company's activities, announcements, and sentiment data into professional documents suitable for board meetings and stakeholder presentations.

Prerequisites​

Before creating a report, ensure you have:

  • Connected your company profile
  • At least one week of activity data
  • Configured your market settings

Step 1: Navigate to Reports​

  1. Open the Quarterback dashboard
  2. Click Reports in the main navigation
  3. Select Create New Report

Step 2: Choose Report Type​

Select from available templates:

Report TypeBest For
Weekly SummaryRegular board updates
Announcement AnalysisPost-announcement review
Quarterly ReviewComprehensive quarterly reporting
CustomSpecific date ranges or topics

Step 3: Configure Date Range​

  • Select your start and end dates
  • For announcement analysis, center the range around your announcement date

Step 4: Select Sections​

Choose which sections to include:

  • Executive Summary
  • Activity Overview
  • Sentiment Analysis
  • Media Coverage
  • Social Media Metrics
  • Announcement Impact
  • Key Influencers

Step 5: Generate and Export​

  1. Click Generate Preview
  2. Review the report content
  3. Make any adjustments
  4. Export as PDF or share directly

Next Steps​