Accessing the executive report of your project

Why it is important

Symbonic gives workspace & project team members access to executive reporting.  These reports are always up-to-date in real-time so that any executive can be brought up to speed within minutes of looking into a project.  The executive report includes the following for each project:

  1. Title
  2. Rights expiration date alert if within 6 months
  3. Logline
  4. Created by, IP Lock Code, Date Added, Who Added
  5. Overview
  6. Categories & Filters
  7. Status, Needs, & Next Steps
  8. The Last 5 Sent Submissions from the Sent Log
  9. The Last 5 added items to the Materials Library
  10. Team, Executives, & Stakeholders
  11. Rights Information
  12. Submission Sales Template
  13. Key Art & Branding
  14. Audience Overview
  15. Social Impact

Accessing the Executive Report

Starting in the dashboard of your project go to the Executive Report Icon located on the right of the title name of your project  You can also get an executive report of all the projects in a particular workspace by clicking Reports in the top menu and selecting Projects Audit & Activity Report.  Both reports are available to download in both pdf & excel formats.

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