Exec summary in reporting package : Joiin Help Centre

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Exec summary in reporting package

Corinne

started a topic over 1 year ago

Is it possible to add an exec summary to the reporting package outside of the commentary box on a report?

2 Comments

Harry Symons

said 9 months ago

We’ve just launched a small but powerful update to Report Packs — you can now use the new ‘Add Text’ option to drop in freeform text anywhere in your pack.

✅ Add an executive summary
✅ Include notes to the financial statements
✅ Insert AI-generated commentary or analysis

Available now on the Report Packs page. Give it a try and let us know what you think!

Harry Symons

said over 1 year ago

Hi Corinne,

This is something we are going to be looking at in the coming weeks as part of a broader improvement to our reporting outputs/ report packs.

There are lots of exciting things to come, and I’ll be sure to keep you and this forum posted as we progress.

Thanks for your contribution.

Harry