Creating the Executive Summary

1. From the "Prepare" mode of an assessment, navigate to the Summary tab.
   
2. Click the Generate button. There is an option to re-generate if needed.
   

1. Carve utilizes your company's Executive Summary Outline 
   
1. There is a default outline for each template type
   
2. A company-specific configuration is available in Carve Professional Edition
   

Editing the Executive Summary

1. Click the text editor box to add, change, or remove text. Add transition sentences and refine the flow
   
2. Use the editor functions to format your text (colour, style, tables, images, etc.). Hovering over any icon in the editor functions box will display a tooltip of its purpose. 

1. Fill in the highlighted sections ( ex.  [ in-person / virtually ] and [ location ] ) to tailor the summary to your assessment's details. 
   
2. Use Headings to organize the sections of your summary. 
   

As you're finalizing your Executive Summary, consider:

1. How do results compare to expectations?
   
2. Areas of strength
   
3. Biggest risks
   
4. Recommendations
   
5. Next Steps
   

1. If full screen mode was being used, re-click the arrows icon to return to the original view.
   

Printing the Summary Report

1. On the Low Definition/Gaps Tab, select the range of elements present in the report using the level dropdown.
   

1. Navigate back to the Summary tab and click the 'Print' button located in the top right of the page. 
   

1. Select to sort the Low Scoring Section by Score or Element/Factor Order. 
   
2. The summary report document is then downloaded as a PDF to your computer. 
   

Users with company admin roles can Customize the Executive Summary Outlines for each template within their company.