Boardroom reports now include Data-driven summaries and recommendations, providing insights focused on each company’s performance during the selected period.
Availability & Default Settings
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Standalone Companies: Enabled by default (no action required).
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MSP Companies: Disabled by default—MSP admins must manually enable it per their preference.
How to Enable Data-driven Summaries in your Boardroom Reports (MSPs Only)
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Log in to the MSP Portal.
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Navigate to Reports → Report Settings → General.
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Locate the “Summary & Recommendations” toggle at the bottom.
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Switch it ON to make it visible in the report
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Choose "Data-driven" summaries for all companies under your MSP.
- Click on Save Changes.
Why Use Data-driven Summaries?
✅ Time-Saving – No manual analysis needed; Symbol extracts key insights instantly.
✅ Personalized Insights – Recommendations adapt to each company’s unique data.
✅ Consistent & Professional – Avoids human bias and ensures clarity in reporting.
✅ Dynamic Updates – Improves over time as more data is processed.
FAQs
Q: Can I customize data-driven recommendations?
A: Currently, summary and recommendations are auto-generated, but you can supplement them with manual notes.
Q: Is historical report data analyzed?
A: Yes, Symbol reviews all available data within the selected time frame.