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Include Executive Summary

Updated

How to Include an Executive Summary in a Configuration

Complete the following steps from your admin home page to include an Executive Summary in a report configuration.

1. Access the Define Configurations page for your report, as described in the Define Custom Report Configuration article.

 

2. Select the Edit button (Figure 1).Figure 1


3. Select the Configuration Details button (Figure 2).

Figure 2

4. From the Edit Configuration page (Figure 3), select the Include Executive Summary checkbox if you want to include an Executive Summary in the report configuration.

Figure 3
 

 Note: When selected, the Executive Summary will be automatically generated and requires no user input.

The Executive Summary provides a brief summary of the results (by quarter) for each section. For each asset type in a section, the Executive Summary displays the asset type and frequency. For each quarter, the summary displays the following counts: 

  • Total
  • Pass
  • Fail
  • Not Tested

 

Example - Executive Summary

 

Include a Table of Contents in a report configuration.

 

 

 

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