Executive Summary Setup for Utilization Report

To add and executive summary, please follow these steps:

1. Click on the ‘Utilization Report’
2. Select an Organization
3. Check ‘Include Executive Summary’ and then click on the drop-down.
   
4. Click on ‘New’.
   
5. Enter a 'Title' for the summary, and then click on the drop-down
6. Click on 'New' to create your summary
   
7. Enter a template 'Name' and then your 'Template Text'. The text can be entered directly or by copying and pasting from another program. 'Save and Close' to complete.
   
8. Click 'Save and Close' to confirm your choice.
   
9. The executive summary is now attached to the report. It will automatically print after the report cover page.