Users can access reports of all the objectives that have access to. Using this feature, a user can download all the objectives and their detailed data into a spreadsheet.

  • Navigate to Report tab on the left navigation pane. The page displays all the previously generated reports.

Reports Page

  • If there are no existing reports, then there is a blank page with a button prompting to create a new report.

Create Report

To create a new report, click on Create New Report button. If there are existing reports, then click on the Create button.

  • This opens the Create Report Page.

Create Report Page

  • This form is used to generate custom reports based on user-defined parameters. The fields included in the form are:
    • Report Name: A mandatory field where the user must enter the name of the report they wish to create.
    • Objective type: A drop-down menu requiring the user to select the type of objectives. The selections are All objectives, Company, Team, and Individual Objectives.
    • Period: This section includes two fields, Start Date and End Date, where the user defines the time frame for the report. Objectives falling within this time period will be considered.
    • Objective owner: The owner of the objectives can be added by typing the name and selected from the suggestions. The users can also click on View Directory button, which opens a dropdown with the list of users. Multiple owners can be selected.
    • Objective status: A dropdown menu where the user can select the current status of the objectives. The status are Completed, Not Started, In progress, Closed, and Dropped.
    • Progress status: Another dropdown menu for the user to specify the progress status of the objectives in progress, which include lagging, on-track, and leading.
    • Progress percentage: A dropdown that allows the user to select the range of progress percentage of the objectives to be reported. This includes the progress equal to, Greater than, Less than, and Between a certain value of progress which can be typed in the adjacent numerical textbox.
    • OKR Confidence Level: A dropdown that allows the user to select between low, medium, and high confidence.
    • Objective State: Another dropdown menu for the user to specify whether the objective is active or inactive.
    • Approval/Review Status: This is a dropdown, where we can select between the objectives awaiting approval, awaiting review, and approved.
    • Tags: This dropdown list out all the tags that have been used.
    • At the bottom of the form, there is a checkbox for "With Key Results," where the user can choose to include key results associated with the objectives in the report.
  • Only the Report name, Objective type, and Period are mandatory fields. The rest are optional. The report will be created filtered based on the form.
  • Click Cancel to discard the report creation. Click Generate Report to create the report.
  • Once Generate Report is clicked, a preview of the report is displayed with options to Cancel and Save.

Report Preview

  • The columns can be made visible and hidden by clicking on the Select icon on the top right of the page.

Column Select

  • Once the report is saved, it will be visible in the Reports page, which can be viewed in detail upon clicking on it.

Report View

  • The report is displayed on the screen with the objective name, owner, time period, and other selected columns in the form of a table.
  • The Columns can be selected even after the report has been generated, thereby making in a Dynamic Real Time report.
  • Each column can be sorted ascending or descending.
  • It can also be exported to mail as a spreadsheet by clicking on the export button on the top right of the screen.