Report Executive Summary
C
Carleen Lamay
We are migrating to Keeper reports from Syft. We would love a written executive summary. Example: Revenue
Revenue for the month of January 2025 was $44,291, an increase of 49.2% from December 2024's revenue of $29,685. January 2025's revenue
of $44,291 was greater than the average monthly revenue for the financial year of $44,291 per month. Current financial year to date revenue at
the end of January 2025 is $44,291, an increase of 100.0% from the prior financial year to date revenue at the end of January 31 2024 of $0.
Expenses
Expenses for the month of January 2025 was $20,303, an increase of 8.8% from December 2024's expenses of $18,657. January 2025's
expenses of $20,303 was greater than the average monthly expenses for the financial year of $20,303 per month. Current financial year to date
expenses at the end of January 2025 is $20,303, an increase of 100.0% from the prior financial year to date expenses at the end of January 31
2024 of $0.
L
Liz
Is there a way to generate an AI summary like Reach Reporting, which recently implemented the capability to do so?