The Executive Summary
The Executive Summary assists in giving your clients a high-level look at their financials on a single page.
It includes:
The Executive Summary Note: a 2-3 sentence summary you can write giving some high-level commentary to your clients
P&L comparison: the Profit and Loss compared against prior periods
This can be run on a monthly, quarterly, or annual basis by changing the Aggregation setting
Key Metrics: KPIs or Balance Sheet values you want to share with your client
The Profit and Loss Bar Chart: a bar chart showing how your client's current year compares against their prior year
Configure the Executive Summary by going to the Reporting Tab on the client close page.
On the Executive Summary page preview, you can do the following:
Choose to Add Executive Summary Note
Update Comparison Settings
Choose Key Metrics and Bar Chart Settings
To hide the Executive Summary from your reporting package, select the remove button (-) to the right of the report title.
To add the Executive Summary page back to your management report, select Add Report on the left side panel. The Executive Summary will be an option in the drop down menu.
