Executive Report
Generate a board-ready PDF summary of any month or period from your records, add your own commentary, then edit and download it
The Executive Report turns a month (or any period up to a year) of your TurfWise records into a board-ready PDF, with your own commentary worked in.
Premium
The Executive Report is part of TurfWise Premium.
How do I generate a report?
Everything happens in the Generate New Report card.
Choose the period
Pick Monthly and choose the month and year, or Custom Date Range and set a Start Date and End Date. A custom range can't be longer than 12 months.
Pick the sections
Open Sections to tick what goes in: Finance, Work Planning, Staff, Course Conditions & Weather, Spray Applications, Machinery, Health & Safety, Projects, Inventory, Communications and Journal Highlights. The button shows how many are switched on.
Add your commentary (optional)
Open Commentary. Click Add Accomplishment for each thing you want the board to know — a title, a short description and a category — up to 20. Use Additional Notes for anything else, like upcoming plans or a hard spell of weather.
Generate
Click Generate for your month (or Generate for Custom Range). When it's done you'll see how long it took, how many sections were included and any warnings, with a Download PDF button.
Save time
The report is written for you from the records your team already keeps — there's nothing to copy and paste. Your accomplishments and notes are worked into the executive summary and given their own commentary section.
Read the warnings
A warning usually means a part of TurfWise had no data for the period. The report still generates, but that section will be thin — worth fixing before it goes to the board.
What's in Report History?
Every report you generate is listed under Report History with its period, when it was generated and by whom, and a status: Generating, Draft, Published or Failed.
- Edit — opens the report's sections right there. Click any value to change it, including the executive summary's narrative, key highlights, concerns and actions, and weather headline. Click Save Changes, or Discard.
- PDF — downloads it again. Download after editing to see your changes.
- Delete — removes it, after you click Confirm. You can then generate that period again.
Who can generate reports?
Anyone who can see reports can open this page and download PDFs. Generating, editing and deleting need a role that can write reports, usually a manager or admin.