The Executive Report is generated based on the selection of Executive Reporting Period and executive report which was built by the user. It displays all the Actions which have been added to the executive report (along with Executive Comments) for the selected Period and sorts the actions in ascending order of the action number. Tasks are displayed in ascending order of task start date
To access this report,
STEP 1: Go to Reporting > Executive Reporting > select the 'Executive Report'.
STEP 2: Select the relevant criteria and click the 'Preview' button.
The filters available to sort the data are:
|
Filters |
Description |
Default Selection |
|
Executive Report |
Select the executive Report |
The report which has been selected under the build area |
|
Hierarchy type |
Select the hierarchy type from the drop down list |
Org Hierarchy |
|
Hierarchy level |
Select the hierarchy level |
NULL Generates for the root hierarchy |
|
Hierarchy Node |
Select the Business Unit from the drop down list. |
NULL Generates for the root hierarchy |
| Action Filter |
Select the action filter from the drop-down list |
Show All |
|
Action Comment Type |
Select the Type of action comment from the dropdown menu |
None |
| KPI Trend Display |
Select the method (Arrow/Line) to display the KPI trend |
Arrow |
|
KPI Comment Type |
Select the type of KPI comment to be included in the report |
None |
|
Show Filter page |
Tick the option to include the page that displays the filter selection |
Ticked OFF |
|
Show Overview |
Tick the option to include the Overview |
Ticked OFF |
|
Show Commentary |
Tick the option to include the Commentary |
Ticked OFF |
|
Show Executive Comments |
Tick the option to include the Executive Comments |
Ticked OFF |
|
Show Business Highlights |
Tick the option to include the Business Highlights |
Ticked OFF |
|
Show Strategic Priority Summary |
Select this tick-box to include Strategic Priority Summary |
Ticked OFF |
|
Show Action Summary |
Tick the option to include the Action Summary |
Ticked OFF |
|
Show KPI Summary |
Tick the option to have KPI summary included in the report |
Ticked OFF |
|
Show Scorecard Summary |
Tick the option to include the Scorecard Summary |
Ticked OFF |
|
Show Business Highlights |
Tick the option to include the Business Highlights |
Ticked OFF |
|
Show Financial Summary |
Tick the option to include the Financial Summary |
Ticked OFF |
|
Show KPI Period Related Data |
Tick the option to add KPI period related data |
Ticked OFF |
Sample Output
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Last revised: September 23, 2018