How can I create an executive summary or one page report or of my campaign statistics?
An executive summary provides an easy way to collect and display high-level key campaign statistics in a PDF or online.
To create an executive summary:
- Click Reports in the main navigation menu.
- Click the name of a campaign to access its reporting details.
- Under the Advanced drop down menu, select Executive Summary.
- Select the panel(s) you wish to include in the executive summary for the campaign, and click the Create button.
- In the Executive Summary window, change the headings of the panels as desired to suit your needs by clicking in the areas indicated by red dashed lines. Click and drag the 6 dots icon to re-order panels. Click the down arrow icon to remove panels if you no longer want them to appear in the summary report.
- When you are happy with the layout and content of the Executive Summary, click the Save as PDF or Save as PNG buttons to download the report to your computer. Or click the Create Online Summary button to generate a dynamic URL for the report that will continue to be updated as statistics change.