Executive Summary
The headline numbers on one page.
Overview
The Executive Summary combines the key results, such as profit margin and revenue versus expenses, into charts and figures a director can read in a minute.
When to use executive summary
- A weekly or monthly management review.
Step by step
In the Accounting module open Reporting in the green navigation bar, then choose Executive Summary under Financial.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- Actions on the screen: Export Excel, Export PDF, Print.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- tax.summary.read