Before you begin: An executive summary is a short section of a document that summarizes a longer report in such a way that users can rapidly become acquainted without having to go through the whole dashboard.
It provides a better user experience for clients by displaying insights and analysis directly on their dashboards. It also allows users to provide an executive summary in the dashboard for specific date ranges.
Super Admins and Business Unit Admins have the ability to create and edit dashboards. That means only Super Admins and Business Unit Admins with edit accessibility can enable the executive summary on a dashboard
How to Add an Executive Summary
1] On the left side menu click Reports.
2] On the Reports menu click Dashboards. Your collection of dashboards appears.
3] Either scroll through the collection of dashboards or use the search box to locate the dashboard to which you want to add an executive summary. Search results appear automatically.
4] When you've located the desired dashboard, click it. TapClicks builds the dashboard.
5] In the upper right, click the More Options (i.e., three dot) icon.
6] When the popup menu appears, choose Edit Executive Summary.
7] Slide the Enable Executive Summary on this dashboard control to the right.
|Note: Enabling the executive summary for a dashboard is essentially turning on the template/structure for that dashboard. Once the executive summary is enabled for the dashboard, then agent users can add unique content for each client and/or date range.|
8] Click the Add An Executive Summary button.
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 date range of the summary for a specific client or client group.
|NOTE: To view an executive summary for a specific client or client group, for the date range you choose, you will be able to filter using dashboard filters by client or client group.|
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 specific 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.
How to Edit an Executive Summary
18] Navigate to the desired dashboard and click it.
19] In the upper right, click the Edit This Summary button.
20] Make the necessary edits.
21] Click Save.
How to Delete an Executive Summary
22] Navigate to the desired dashboard and click it.
23] In the upper right, click the Edit This Summary button.
24] At the bottom, click the red Delete button.
25] When the Are you sure? popup appears, click Yes.
If the dashboard is a client-specific dashboard and has a client assigned to that dashboard, then the executive summary widget will always display summaries for that specific client.