Customize Executive Reports
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Erica Byrum
It would be helpful to be able to organize and hide/display sections on Executive Reports and incorporate 3rd party data as needed so I can produce automated monthly reports tailored to each of my clients, demonstrating proof of performance on the services I provide to them.
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Jehan Zouak
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Thomas Mueller
Yes, we also need to be able to add third-party data that will shown in the unified dashboard of the executive report and aggregates into the multi location dashboard as well.
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George Leith
Erica Byrum I agree 1000%.
We also want the ability to easily make this data work with slides, for monthly, quarterly and annual business reviews.
Sean Schroeder 👆🏼
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Blake Schumacher
100% yes!!! Super helpful for white labeled clients. The open tasks pull the curtain back too far.
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Mark Veloria
Upvote from me. Would love to see and try this.
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Rickus Jansen
Upvote from me.
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Brian McGuire
Upvote from me! I would specifically like to turn recommendations on/off for particular sections. We design and maintain websites for clients often outside of Website Pro, so would prefer to not have those recommendations displayed. However, recommendations for other services would be useful. So, rather than hide/display entire sections, I would like to be able to do this and/or just hide the recommendations for a section while leaving the section in the report.
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Vincent Watkins
Would love to see this feature enabled for partners setting up reports for clients - specifically the ability to hide/display sections of the executive report. This would help us centralize almost all of our services to the platform.
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Derek Fox
Yes, we need to be able to select dates as well, have pre set pull downs, yesterday, today, this week, last week, this month, last month, this year, last year, etc
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