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Management Report Executive Summary Pros & Cons


"Should I use an executive summary to backfill detailed information on my management reporting (for people who want to review the detail)?"

This question was asked at a recent webinar, now available on-demand:

"World Class Management Reporting"

Please add your thoughts about it below. Thanks!


Randall Bolten
Title: CEO
Company: Lucidity
LinkedIn Profile
(CEO, Lucidity) |

Yes, it’s always a good idea to have a one-page (or even shorter than a full page) summary of the content of a package. You may find it useful to deliver a reporting package with THREE levels of detail: the executive summary, the basic reports (e.g., P&L, cash flow, balance sheet, sales summary, headcount report, etc.), and then the backup detail.

Whether to provide all the backup detail in the standard reporting package, or provide it later on request, is up to you. Delivering a big, thick reporting package can be intimidating, even if you really want your audience to read a few pages at the front of the package, but if people refer frequently to the detail, you might as well include it as a matter of course.


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