What "Table columns" to display in the Report?
  • 24 Mar 2023
  • 3 Minutes to read
  • Contributors

What "Table columns" to display in the Report?


In the Generate Reports article, you would've seen how to build a basic report. Now, you can go ahead and decide what columns you wish to see in your reports so as to enable you to get meaningful strategic insights!

Click Edit Table Settings, and click Table Columns.

Reports_Table Columns

The Common Fields are the ones that're available in Cascade readily, and Other Fields are the custom fields that you configure in Admin > Settings > Custom Fields. While Objectives is mandatory, you can choose to display any combination of these common fields in the report:

  • Team that's assigned for the plan.
  • Owner of the objectives and its associated success criteria .
  • Health of the objectives and its associated success criteria  - can be Achieved, At Risk, On Track, or Behind.
  • Progress of the objectives depending on the tracking of their success criteria.
  • Activity to list the recent activity - this data is taken from the Sidebars. Click to view the entire recent activity details.
  • Value and Target of the objective and its associated success criteria - actual values achieved and the target defined.
  • Value, the actual value achieved on date.
  • Target to be met, which is defined for the objective and its associated success criteria.
  • Contributors to the objective and its associated success criteria.
  • Progress change (MoM) of the objectives and its associated success criteria between today and the last 30 days i.e., the month-on-month progress!
  • Progress change (QoQ) of the objectives and its associated success criteria between the last quarter and now i.e., the quarter-on-quarter progress!
  • Progress change (YoY) of the objectives and its associated success criteria between the last year and present i.e., the year-on-year progress!
  • Start date of the objective and its associated success criteria.
  • Due date or the End date of the objective and its associated success criteria.
  • (Appears only when both Start and Due dates are selected)Time Frame of the objectives and its associated success criteria - start and the due date defined for the objective and its associated success criteria. This column will not appear if we do not select either of the start or due date. 
  • Updated date, the date when the last update was made on the objective and its associated success criteria.
  • Last update made on the objective and its associated success criteria. You'll see the preview of the latest update made on the objective and its associated success criteria. Click on it to view the snapshot of the progress and the update posted on the objective and its associated success criteria!
  • Risks added to the objective and its associated success criteria. Click on it to see the risks added.
  • Types added to the objective and its associated criteria.

The Other Fields may vary depending on the custom fields you've configured in Create Templates and Custom Fields. Some examples are Budget, Effort, Priority, Timeline, Stage Gate, and so on. The values that you entered in these fields in the relevant entities' Sidebar will be displayed in the report!

Click the plus icon to expand the objectives to list its associated measures/actions/contributing objectives. If you choose more than one plan or team in the data source, those will be displayed in a separate table later in that page!

Table Columns in "Teams" table:

While the Name is mandatory (disabled for editing) for this report, the other columns can be chosen as per your requirement:

  • Job Title of the team members.
  • Last Activity done on any initiative.
  • Initiatives, the objectives/measures/actions they own.
  • Overall Health of their initiatives.

Table Columns in "Initiatives" table:

While the Initiatives is mandatory (disabled for editing) for this report, the other columns can be chosen as per your requirement:

  • Due Date of the initiative.
  • Last Update made by the owner on the initiative!
  • Target to be met!
  • Progress made on the initiative.
  • Health of the initiative.
  • Risks added to the initiative.

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