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Summary Maker is a report builder that makes it simple to communicate the complex by pulling data and content directly from spreadsheets into beautiful, on-brand templates. With Summary Maker you can tailor your data-intensive, targeted and customized communication without having to start from scratch, juggling spreadsheets each time.
Create custom documents in just minutes with simple point-and-click functionality, including formats like executive summaries, quarterly business reviews, annual reports, product grids, financials, and form letters. Auto-populate with data visualizations, including graphs, charts, and images. Easily add dynamic, clickable table of contents to make it easy for readers to navigate.
You create the approved content/data repository and report templates, enabling consistency in your brand and design, even across different types of internal or external, data-rich reports.
Share internally or with customers, in editable or read-only formats, directly from the platform.
Access the cloud-based solution from anywhere. Manage master templates, content, categories and users from a central admin area. Eliminate cross-referencing and backtracking—changes made to master content or brand templates automatically feed into new collateral. Users get email notifications when content is updated.
Track progress with integrated reporting by user, content, or filter categories.
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