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. To learn how to leverage AI to create executive summaries, refer to How to Send Widget Data for AI Generated Summaries.
How to Add an Executive Summary
1] Log in to TapClicks and, on the Reports menu, click Dashboards.
2] There are three ways to locate the dashboard:
- Type the dashboard name into the search field in the upper left.
- Click Add Filters and enter a filter parameter into the Filter field.
- 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 Executive Summary button.
8] In the Enter a Title field, enter a title for the executive summary.
9] Select the Start Date and End Date fields to open the calendar and set the date range.
10] 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.
11] 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. |
12] To assign the executive summary to a client, start typing the client's name in the Assign to a Client field. 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 field 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 field 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] Click the Sparkle icon to use AI to apply stylized formatting to your summary.
17] When you have the executive summary the way you want, click Save.
How to Edit an Executive Summary
18] Place the cursor over the Executive Summary on your dashboard.
19] In the popup menu at the top right of the summary, click the Edit Summary (pencil) icon.
20] The Edit Executive Summary modal appears. 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] Place the cursor over the Executive Summary on your dashboard.
23] In the popup menu at the top right of the summary, click the red Delete Summary (trashcan) icon.
24] In the confirmation popup, click OK to delete the Executive Summary.