Executive Summary Report

Introduction

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