Generating an Executive Summary Report

Clarity365 comes with 10 built-in reports to allow you to view in-depth data about your business and observe your business by financial months and years. An Executive Summary allows you to view a summary of the financials of your business

 

1. Go to Main Navigation > Reports

2. Choose the Executive Summary and click Generate Report

3. Enter the month into the time filter to view data only within the month selected

4. Click Generate to view a summary of the data taken from Clarity365 for the parameters that you have set

5. To export your report to an Excel file click Export

6. To print your report click the Print button

 

 

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