New Release Transforms Exec Summary

Our Executive Summary provides a chance for advisors or report preparers to share Highlights, Observations and Recommendations with the consumers of the reports.  They are a popular way to improve decision-making and clarity.

In this release we have overhauled the Executive Summary with some significant enhancements:

• Auto-text options allow key numbers to be automatically pulled from the reports into a series of pre-worded topics.  No more manual typing in of profit, margin and revenue numbers.
• Tags allow you to insert specific tags anywhere in the text.
• Drag and drop functionality means you can easily reorder your Exec Summary topics.
• Insert image allows you, naturally enough, to insert an image into the report.  Great for photos and images of tables or any other useful information.
• Text size and font options mean you can customise for your audience.
• The improved UI makes it easier and clearer to update topic headers and exclude topics that aren't relevant.

These changes should make it easier to add value and create useful Executive Summaries for your clients or own organisation.

Here is a 90 second video of the Exec Summary changes.