Executive digest

Dashboard workflow#

1. Open Dashboard as an admin.
2. In Settings, locate the digest panel.
3. Click Preview to render HTML without sending.
4. Click Send test to deliver to your inbox or a specified recipient.

API#

• POST /tenant/dashboard/digest/preview — render digest body (admin role)
• POST /tenant/dashboard/digest/send-test — send test email; optional email override in body
• GET /tenant/dashboard/summary includes the current digest object used to compose the email

Report content#

Digest links reference format=executive and board PDF exports. See Report formats for the full matrix.