Reports

Learn how to get insights on every single aspect of your strategy via our powerful Reports tool.

• Generate Reports

Report Tables

• Tables in Reports Overview
• Plan/Focus Area Health Table
• Report Tables: Progress change columns
• Report table for strategy governance
• “Strategy table” Template
• “Goal owners table” Template
• “Measures table” Template
• “Risks table” Template

Legacy Tables (Limited Support)

• "Objectives table" for reporting on Objectives
• "Initiatives table" for reporting on Individuals' performance
• "Team table" for reporting on Teams
• "Measures table" for reporting on Measures
• Apply "Filters" to Objective/Team/Initiative/Measure Table
• Apply "Table columns" to Objective/Team/Initiative/Measure Table

Report Controls

• Report Settings
• Summary widget
• Report Permissions
• Export your Reports as PDF

Progress Table

• "Progress table" for reporting on progress over time

Charts

• Add Charts to your Reports
• "Current State of Metric" widget
• "Health of your Plan" widget
• "Compare Multiple Measures" widget
• "Compare Multiple Objectives" widget
• "Single Measure Performance" widget
• "Compare Measures with Different Units" widget
• "Compare Multiple Measures by Owners" widget
• "Performance of Measures by Time Range" widget
• "Current State of Measure" widget
• "Compare Measures by Time Range - Line over Bar" widget
• "Notes" widget
• "Risk Distribution Scatter Plot" widget
• "Performance of Single Metric" widget
• Build Custom Charts
• Custom Charts Widget: Bar Charts
• Custom Charts Widget: Line Charts
• Custom Charts Widget: Double Y-axis Line Charts
• Custom Charts Widget: Pie Charts
• Custom Charts: Project Analytics