Exec summary in reporting package : Joiin Help Centre

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Exec summary in reporting package

Corinne

started a topic 11 months 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 11 months 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

Harry Symons

said about 1 month 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!