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The Executive Summary Report is a great tool for managers and owners.  This convenient report displays

  • Key Indicators
  • Upcoming Bills & Invoices Due
  • The Day’s Top Five Customers by Sales
  • A “Super Condensed” Year-Over-Year Income Statement
  • The Year’s Top Five Customers by Sales
  • The Year’s Top Five Selling Items (both by sales and by volume)
  • The Year’s Top Five Marketing Sources
  • A Top Five Salesperson Report

and more valuable information in one convenient easy-to-read document.

Form Access

  • From the main menu, click Reports | Executive Summary, or use the Report Navigator.

Report Options

This report is hard-coded into the program and has no user-configurable options.

Related Content

Report Navigator