Before you begin: An executive summary provides a concise overview of a longer report, allowing readers to quickly understand the key insights for a timeframe without reviewing the entire dataset.
Only Super Admins and Business Unit Admins with edit permissions can enable the executive summary on a dashboard. Once enabled, Agents can add unique executive summary content for each client they manage within TapClicks. Want to learn how to leverage AI to create executive summaries? See How to Send Widget Data to ChatGPT for AI-Generated Summaries.
How to Add an Executive Summary
1] Log in to TapClicks and click Reports and Dashboards.
2] There are three ways to locate the dashboard:
- Type the dashboard name into the search box in the upper left.
- Click Add Filters and enter a filter parameter into the Filter textbox.
- Browse through your dashboards using the page controls on the upper right.
3] When you locate the dashboard you want to add an Executive Summary to, click it.
4] In the upper right, click the More Options icon (vertical three-dots).
5] Select Edit Executive Summary in the More Options menu.
6] Slide the Enable Executive Summary on this dashboard control to the right.
| NOTE: Enabling the executive summary activates the feature for that dashboard, allowing agent users to add unique content for each client and date range. |
7] Click the Add An Executive Summary button.
8] In the executive summary dialog box, assign a 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. |
9] Enter a title for the executive summary in the Enter a title textbox.
10] Set the date range by clicking the Date field to open the calendar.
11] In the calendar, you can 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.
12] 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.
13] 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.
| NOTE: If a client is assigned to the dashboard, the executive summary will always display content for that client. |
14] Scroll through the list or use the search box at the top to locate the client group and then select it.
15] In the content area at the bottom, enter the text of your executive summary. Use the formatting options to tailor it to your needs.
16] When you have the executive summary the way you want, click Save.
How to Edit an Executive Summary
17] Navigate to the desired dashboard and click it.
18] On the right side of the Executive Summary, click the Edit Executive Summary button.
19] Click Edit This Summary on the entry you want to edit.
20] The Edit Executive Summary modal will appear. Make the necessary edits.
21] When finished editing, click Save in the bottom-right corner of the modal.
How to Delete an Executive Summary
22] Navigate to the desired dashboard and click it.
23] On the right side of the Executive Summary, click the Edit Executive Summary button.
24] Click Edit This Summary on the entry you want to delete.
25] The Edit Executive Summary modal will appear. Click the red Delete button in the bottom-right corner of the popup.
26] A confirmation popup will appear. To confirm deletion of the Executive Summary, click Yes.