Before you begin: An executive summary provides a concise overview of a report, allowing readers to quickly understand the key insights without reviewing the entire content. This feature is useful for enhancing the user experience by displaying important information directly within the report. Executive summaries can be tailored for specific date ranges and client groups.
Only Super Admins and Business Unit Admins with editing permissions can enable executive summaries in reports. Once enabled, Agent users can add unique content for each client they manage. To learn how to leverage AI to create executive summaries, refer to How to Send Widget Data to ChatGPT for AI Generated Summaries.
How to Add an Executive Summary
1] On the Report menu, click Report Studio.
2] Scroll through the list of reports or use the search box to locate the report to which you want to add an executive summary. Search results appear automatically.
3] Once you've locate the desired report, click it to open the report.
4] In the upper left corner, click the Insert button.
5] From the dropdown menu, select Executive Summary Page.
| NOTE: You may not insert an Executive Summary Page before a Cover Page. |
6] On the new executive summary page, click the Executive Summary Widget.
7] On the right, slide the Enable Executive Summary on this page switch to the right. Enabling this sets up the structure for the report, allowing agent users to add customized content for specific clients and date ranges.
8] In the lower right corner, click Add New Summary.
9] The executive summary dialog box appears. In the executive summary dialog box, you can assign a client or client group. You can also establish a date range of the summary for a specific client or client group.
| NOTE: To view the executive summary for a particular client or client group within the selected date range, use the dashboard filters to view executive summaries for the client. |
10] Enter a title for the executive summary in the Enter a title textbox.
11] Click in the Data box and a calendar popup appears.
12] In the calendar, you can either choose a predefined date range in the right column (e.g., Last 7 days) or you can specify a range by clicking twice in the calendar. The first click is the start date and the second click is the end date.
13] To assign the executive summary to a client, start typing the client's name in the Assign to a client textbox. Search results appear automatically. Click on the client.
14] To assign the executive summary to a group of clients, click in the Assign to a client group textbox and the list of client groups appears.
15] Scroll through the list or use the search box at the top to locate the client group and then select it.
16] In the content area at the bottom, enter the text of your executive summary. Use the formatting options to tailor it to your needs.
17] When you have the executive summary the way you want click Save.
| NOTE: If the report is a client-specific report and has a client assigned to that report, then the executive summary widget will always display summaries for that specific client. |
How to Edit an Executive Summary
18] Navigate to the desired report and open it.
19] Navigate to your executive summary page and click the Executive Summary Widget.
20] On the right, hover over the summary you wish to edit and click Edit this Summary.
21] The executive summary dialogue box will open. Make any necessary changes to the executive summary.
22] Click Save.
How to Delete an Executive Summary
23] Navigate to the desired report and open it.
24] Navigate to your executive summary page and click the Executive Summary Widget.
25] On the right, hover over the summary you wish to edit and click Edit this Summary.
26] The executive summary dialogue box will open. At the bottom, click Delete.
27] When the "Are you sure?" popup appears, click Yes to confirm the deletion.