written by Natalie Holt
Thursday, 12 October 2023
Hot on the heels from the launch of our tracker service, we’ve also been busy making changes inside Analyser itself.
If you’ve run any due diligence exercises over the past week or so, you’ll see that our reports look a bit different.
What’s changed and why
Based on user feedback and testing, we’ve given our reports a new look and layout. The summary page now has clear sections which you can collapse or expand as needed.
While the reports still contain the same level of detail, some information has been separated out into appendices – you can choose just to access the main summary page, or the report with all the supporting appendices.
There is also now the option of creating a draft report at the shortlist stage of your due diligence, as well as a final report once your platform panel or chosen investments are locked down.
You can also brand the report with your firm’s logo.
What’s in it for you
The new look reports make it easier to share the outputs from Analyser within your business. This might be with your team, or as part of management information and board reports.
You may also want to share your due diligence reports with clients.
We know that some firms like to make their due diligence reports available to clients on request, either as a way of showing the work they’re doing on clients’ behalf or to reinforce their own firm’s brand.
We’ve also improved the pricing engine that underpins the reports, so that pricing heatmaps are bespoke to your selected platform panel.
One user who saw the changes before they went live says the new look reports and extra functionality represent a “massive leap forward”.
For a step-by-step guide on what’s changed, log in and head to insights & help then user help, where you’ll find our new report guide.