We know that making annual summaries is one of the most asked questions around year end reporting time!
We've created a pre-formatted annual template which has Sections from Jan to Dec, so you can grab clips from each month's reports and add them to each section.
Check out all our new report templates and options here!
Create a month on month Summary
Start by selecting the folder of reports in the Coverage Vault, and find the first book. Here I'm going to add all my monthly reports our summary template.
Next, select all the clips from that January report and click on 'create new report'
Choose our annual report template, give it a name, select the January section and the folder you want to save it to
Next, find the February report, select all clips and choose 'add to existing report'
Find the summary you just created and add the clips to the February Section
Repeat till all your year's reports have been added.
Tip - if you make monthly reports through the year for clients, consider adding each finalised monthly report to your annual Summary as you go. It'll mean you have less admin to do at year end!