Generate, Open, Share, Email, and Troubleshoot Executive Reports

Generate a report

The Executive Reports page turns live platform data into a leadership-friendly summary.

1. 01Open Executive reports.
2. 02Choose the report template.
3. 03Select the scope.
4. 04Set the period.
5. 05Choose the audience.
6. 06Choose the format.
7. 07Toggle the sections you want included.
8. 08Select Generate report.

Format choices: PDF is best for fixed, board-ready distribution; DOC is best when someone may edit or annotate; SLIDES is best for presentation delivery. Choose the format that matches the next use.

Open, share, and email

To open a saved report, find the report row, select open, and review the output in the viewer. If it is not what you expect, check the row, scope, and date. Use share to send a direct link; depending on device support it may open the native share sheet, copy a deep link, or present a fallback flow. To email, find the saved report, select email, enter recipient emails, and confirm the send.

Troubleshooting

If the report looks cut off, check whether it is still generating, the chosen format, and whether the export completed before opening. If the data does not match, check scope, period, selected sections, and whether underlying data changed. Before sending externally, open it once and confirm the title, scope, sections, and audience are correct.