What is the Executive Report?
It is the written account of the period: what was sold, what was kept after discounts and returns, where margin moved, what stock is doing, what customers did, and what the platform recommends. It is generated as prose, with the figures inline and the net-sales bridge and money-at-stake strip summarised, rather than as a dashboard screenshot.
The figures are the same ones every other page uses, computed once by the analytics engine. The AI's job is to write the report the way an analyst would, leading with what matters and explaining what moved, and it cannot introduce a number the engine did not compute.
A report can be read in the platform, sent to a manager through Review & Send, or exported as a PDF, and every version carries its period and scope in the header so no copy can be mistaken for another.
- What was sold and what was kept after discounts and returns, from the net-sales bridge.
- Where margin moved, product by product and brand by brand, with coverage notes.
- What stock is doing: cash sitting still, cash at risk, and the reorders proposed.
- What customers did: new, returning, lapsed, and the win-back list under review.
- What the platform recommends, each recommendation linked to its decision card.
How is a report scoped and scheduled?
A report can cover the whole business or be scoped to a brand within the catalogue or to one location. A multi-location retailer can schedule a weekly report per store for its store managers and a monthly store-wide report for the owner, each written from the same data with the scope applied.
Schedules are daily, weekly or monthly, and a report can also be generated on demand for any range, which is how a question from a lender on a Tuesday gets answered by Tuesday afternoon.
Why every past report is kept
A report is what the business was told at the time. Keeping every copy means an owner can read what the March report said about a category before the May decision was made, and the platform cannot quietly rewrite its own history. The archive is part of the honest-data promise.
It also makes the Results ledger legible. A recommendation in a past report can be followed to the decision that was taken and the before-and-after verdict that was measured, because the report that carried the recommendation still exists.
Why does PDF export matter for boards, banks and partners?
Any report exports to PDF. The document carries the period, the scope, the figures with their coverage notes, and the narrative, so it can go to a board, a lender or a wholesale partner as-is. Nothing is re-keyed into a slide, which is where transcription errors usually enter a board pack.
The coverage notes travel with it. A margin figure that describes part of the catalogue says so in the PDF exactly as it does on the page, because a report that dropped its caveats in export would be dishonest.
What the report does not do
It does not act. Recommendations in the report are recommendations; any action they imply is proposed through the Morning Brief's decision cards and Review & Send, not by the report. It does not forecast beyond what Foresight computes and scores. And it does not include an industry figure or a benchmark, because the engine reports the business's own numbers only.
That restraint is what makes it a document an accountant or a lender can read without wondering which numbers are the company's and which are borrowed.
How do you set the report up?
On the Settings page, set the report schedule and the scope for each recipient. Reports are delivered through the platform, and where an owner wants them emailed to a manager, that send goes through Review & Send like any other, or through the unattended switch if the owner has turned it on for that class of action.
On ftes.ai, the Chief of Staff FTE reads the same computed figures each morning for the owner's page. The Executive Report is the longer, periodic account of the same business, written for the people who do not open the workspace every day.