Executive Summary Reports (Preview)

The Executive Summary Report (ESR) delivers detailed graphical insights into Cove's primary capabilities, enabling precise tracking of overall usage and performance through the Key Performance Indicators (KPIs). This report allows you to enhance business reviews by providing a concise summary of Cove's offerings, which you can share with your customers.

Prerequisites to generate Executive Summary Reports

• Only Resellers with SuperUser or Administrator privileges can generate this report.

Accessing Executive Summary Reports

1. Navigate to the Management Console -> Reporting and click Executive reports (Preview)

   The Executive reports dashboard displays

   

   
   The Executive reports page include:
   

   • Customer: Lists the available customers.

   • Report Status: Displays the status of report generation.

   • Report file: Refers to the report in PDF format.

   • Generated on: Refers to the time stamp of report generation.

   • Recipients: Allow to add the email addresses of those who should receive the report.

   • Schedule: Includes the toggle to enable automatic report generation and delivery on a specific date.

   • Actions: Allow report generation.

Steps to manually generate Executive Summary Reports

1. At the Reseller level, select a specific end customer under Customer column, select Report month, and click Generate report in the Executive reports dashboard

   

   The Executive summary report will be generated in PDF format

   You need to select a Customer to enable Generate report.

   You can also generate report by clicking the three dots under Actions.
   
   You can also create filter and search for a specific report.
   
   

   The generated report will be in CustomerName_CustomerId_MonthName-Year_ESR.pdf format.

2. Click the report or download link under Report file to view/download the report, when you see Report ready under Report status

You can generate the report for the last six months, excluding the current month.

Be aware if you are not a Reseller with SuperUser or Administrator privileges, you will not be able to generate the report.

Steps to auto-generate and schedule Executive Summary Reports

1. Turn ON the toggle under Schedule column for a specific customer in the Executive reports dashboard to enable automatic report generation and delivery

   

2. Click None set/recipient number link under Recipients column for a specific report

   

   The Report Recipients window displays

   1. Enter the email addresses of Recipients to receive the report and click Save
      

      You can enter the recipients' email addresses based on the number specified in the Recipients column. Click Cancel if you do not wish to add recipients.

      You can enter the recipients' email addresses even if the number is not specified (None set) in the Recipients column.

Once the Schedule has been enabled for a specific report, the report will automatically be generated and delivered to the recipient on the 5th of every month.

You can generate and share the report manually on any other day, if required.

Example Report

The data of the Executive Summary Reports will depend upon Cove's performance for a specific month, however, below is the glance of a section of the report:

For report-related additional information, click here.