How to view Executive Summary

Executive Summary

The Odoo Accounting module provides executive summaries of cash, profitability, balance sheet, performance and position. You can access these reports by selecting the Executive Summary option from the Reporting tab.

1.  To run an Executive Summary report, go to the Accounting Module > Reporting > Executive Summary.

2. After clicking on Executive Summary, you will be directed to this page. You can add filters by using the buttons highlighted in the red box below.

3. Date Filter 

• Current period - Can be This Month, This Quarter, or This Financial Year
• Previous period - Can be Last Month, Last Quarter, Last Financial Year
• Custom - You can add the date range and click on Apply. 

4. Comparison Filter

• No Comparison - If you do not want to have any comparison.
• Previous Period - If you want to compare it to the previous period. You can also select the number of periods to which you want to have a comparison.
• Same Period Last year - If you want to compare your Executive Summary to the same period as last year. You can also select the number of periods to which you want to compare your Executive Summary.
• Custom - If you want to compare it to a specific period. Add the date range and click on Apply. 

5. Options:

6. PDF, XLSX and Save button

• PDF - Click on this button if you want to save your Executive Summary report into a pdf document.
• XLSX - Click on this button if you want to export this report to an excel file.
• Save - Click on this button if you want to Save your Executive Summary in your Documents app. 

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