"Objectives table" for reporting on Objectives

Its important to build reports on the objectives or goals in your workspace to track progress accurately, improve visibility, thereby promoting transparency, alignment and collaboration in a long run. With the insights from this report on objectives, you can make data driven decisions and adapt early in the process to work towards the vision you wish to achieve.

You can build visuals with our universal widget  ("Compare Multiple Objectives" widget) specific to objectives or build custom charts (line, bar, pie charts) with objectives as data source. Also you can use this Objectives table when you need to understand the overall picture of how your plan is progressing, if the focus areas and objectives are performing well, and so on. In case of reports on Monthly Review, Quarterly Performance, Board Update, Financial Insights, these report tables are the ideal solution.

You can now see the report with only the objectives under the focus areas of the plans you selected in the data source. You can hover the mouse over the table and click Edit Table Settings to change the data source (team/plan/focus area/dates/days), if needed.

Table columns in "Objectives" table:

You can choose to decide what columns you wish to see in your reports so as to enable you to get quick and meaningful strategic insights.

Click Edit Table Settings, and click 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 of the objectives and their success criteria - this data is taken from the relevant Goal hub > Activity tab. Click to view the entire recent activity details - comments, risks, weighting, progress updates, owner or collaborator changes, and so on. Please note that this icon is available only for objectives.

• 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 the 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 progress was made on the objective and its associated success criteria.

• Last update (Title only) shows just the title of the latest update made on the objective and its success criteria either while scooting the progress bar manually and attaching quick and concise updates or detailed updates posted on the Updates tab in the sidebar. Click on it to view the entire content (snapshot) of the progress and the update posted on them.

• Last update (Full content) shows the entire update (title and contents) made on the objective and its success criteria either while scooting the progress bar manually and attaching quick and concise updates or detailed updates posted on the Updates tab in the sidebar. The row height is adjusted automatically so that you can see the entire content (snapshot) of the progress and the update posted on them.

• Risks added to the objective and its associated success criteria. Click on it to see the risks added.

• Tags added to the objective and its associated criteria. See Add Goal Tags: Advance Strategy Model Customization for details on adding "tags" to the strategy model components.

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/projects/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.

Filters in "Objectives" table:

You can apply filters to see the precise information, so that you can focus on the data you wish to see in the report. Click Edit Table Settings, and click Filter.

You can filter by:

• Owner or owners, 

• Progress: Choose to filter progress by less than, greater than, equal to, or not equal to a certain percentage of the expected progress.

• Health: Choose among At risk, On Track, Behind, Achieved, Exceeded, Not Started, and Not Tracked.

• Tag: (Applicable only for Essentials and Enterprise+ tiers) Choose among the different tags added to your workspace. For example, strategic, operational, functional, and so on.

• Custom fields: (Applicable only for Essentials and Enterprise+ tiers) Choose the custom fields that're defined in your workspace, and apply filters to suit your needs. If the same custom field is available for multiple initiatives or entities, then it'll appear with a prefix of the entity type. For example, if you've Priority as a custom field for both objective and action, then in the list, it would appear as Priority and [action]Priority to differentiate.

  • Dropdown or Text fields: The selectors available for these are:

    • is like - logical operator that checks whether or not a string contains a specified pattern, i.e., choose this selector and enter a part of the text to display those values that would match with this part of text. You cannot specify multiple texts though. For example:

      Custom field	Selector	Values displayed
      Priority	is like Mod	Displays all objectives that has Priority as Moderate
      Region	is like DE	Displays all objectives that has Regions like Denmark, Deutschland, Democratic Republic of Congo, and so on.

    • is equal to - used for equality test or exact match within two numbers or expressions, i.e., choose this selector when you want an exact match of what you wish to filter for multiple values. For example:

      Custom field	Selector	Values displayed
      Priority	is equal to Moderate	Displays only those objectives that has Priority as Moderate
      Region	is equal to Denmark	Displays only those objectives that has Regions as Denmark.
      Weightage (numerical dropdown)	is equal to 10	Displays only those objectives that has Weightage assigned as 10 exactly.

    • includes - used to specify multiple values in a WHERE clause, i.e., choose this selector when you want to return values that would match this criteria. You can have multiple criteria mentioned. For example:

      Custom field	Selector	Values displayed
      Priority (added for projects)	includes Moderate, High	Displays all those projects that has Priority as Moderate and High
      Department	includes HR, IT	Displays all those objectives that has Departments as HR and IT.

    • excludes- used to specify multiple values to exclude in a WHERE clause, i.e., choose this to exclude certain criteria from the filtered display. For example:

      Custom field	Selector	Values displayed
      Priority (added for projects)	excludes Low, Moderate	Displays only those projects that has Priority as High or Medium and not Low and Moderate

  • Numerical type custom fields: The selectors in this case are:

    • is greater than - displays those objectives and success criteria that has the numerical value of that custom field greater than the specified value.

    • is less than - displays those objectives and success criteria that has the numerical value of that custom field lesser than the specified value.

    • is equal to - displays only those objectives and success criteria that has the numerical value of that custom field exactly same as the specified value.

    • is not equal to - displays all the other objectives and success criteria that has the numerical value of that custom field not matching the specified value.

    • is empty - displays those objectives and success criteria which has no data populated against that custom field.

Click trash icon to delete the selection, Clear All to clear the selection, and Apply to apply the selection. While applying filters, you've to be conscious about the data that you're filtering by. At times, your options might not fetch the desired results because of non-availability of data in your selection. For example, you cannot choose Progress is equal to 50, and then go ahead to choose Health is Exceeded.

If you wish to remove the filter, use the trash icon beside the options, or click Clear All, and then click Apply to save your changes.

Filtering to this granular level will easily let you know how to scale and focus on your objectives.

Group by in "Objectives" table:

To bring in more contextual visualization, we provide you with the flexibility to choose how you want the data to be grouped and presented.

Click Edit Table Settings, and click Group by.

You can group the tables by team, plan, focus area, owner or health, tag, custom fields, or you can choose multiple options to display your report accordingly. 

For example, if you choose focus areas and health, then the tables will be grouped by health within a focus area - Objectives on track will be grouped, at risk will be grouped, and so on within each focus areas, and will be displayed one after the other. If an option is disabled, this means you cannot group it by that option, and you'll need to choose some other available options, as per your need.

Close the table settings to see the generated report.

FAQs

Can I build a report that has only the actions or measures?

In case of measures, you can build the Measures table and filter it to display the data you wish to see.

Or, you can build a Discover View and choose the entity as Actions, Projects or Measures to build a entity-specific report.

Can I export the report or share them externally?

Yes. You can export them as a PDF at the report level and share them. Or, export the individual widgets (tables or charts) to CSV format to get the data out of Cascade and be used in some data system elsewhere. External sharing via a link in the mail will be coming soon.

I'm only seeing a column on risk in this table, where will I see the risk matrix?

If you want to see a risk matrix, go to the goal hub of the relevant objective in which the risk is added, and in the Risks tab, click Report this. You'll be redirected to a new reports page with a risk matrix populated. Or, you can click the Chart icon to insert a Risk Distribution Scatter Plot and choose the relevant objective to bring up the visuals on the risk added to it.

Can I upgrade just one member of my Team to premium so that I can make more full reports? And leave the others at the free end for them to just view reports?

No, the tier benefits are at workspace level, and not at user or plan levels. If you've viewer seats left, you can add them as viewers, and they'll inherit the view access to all functionalities across the workspace. However, the report must also have a public access for others to view it.
If you need to enjoy premium benefits, we can extend your trial for a while so that you can explore all the features that the premium tier has to offer. But the best way would be to upgrade and unlock strategic insights.

Can I export the report to CSV?

Yes. Though you cannot export at the report level, you do so at the individual widget (table or chart) level. Click the three dots and click Export to CSV. The table or widget will be exported successfully in CSV format. Note that only those columns that you've made available in the table will be exported and if you wish to have any more columns, you need to first edit the table and add those before exporting them.