The monthly executive summary report provides some good insights and visualisation is good. Is there a way we can edit the reports so we can tailor what is presented to management?
The monthly executive summary report is not editable. There are some other options for customizing reports though, if that’s what you’re looking to do. If you go to Reports, you can click on “Manage report templates” and select the little gear icon next to any of them to create a copy and modify what info is included in each one. You can also create SQL query reports (under the Export template), where you can simply provide a query and get whatever custom data you’re looking for.