The Board Scorecard Report contains actions against which Business Highlights comments have been entered for a selected executive reporting period. This makes up the CEO’s Summary section. The report also displays the scorecard linked to the same Executive Reporting Period.
STEP 1: To access this report, go to Reporting > Executive Report > select the 'Board Scorecard Report'.
STEP 2: Select the relevant criteria and click the 'Preview' button.
Sample Output:
A few examples on how KPIs will show data based on standard Logics:
|
Scenario |
Date Range Filter |
KPI Type |
Last Completed Period according to the selected date range |
|
1 |
From: 01-07-2015 To: 30-06-2016 |
Monthly |
Jun-2016 |
|
2 |
From: 01-07-2015 To: 09-11-2015 |
Monthly |
Oct-2015 |
|
3 |
From: 01-07-2015 To: 30-06-2016
|
Quarterly |
Apr-Jun 2016 |
|
4 |
From: 01-07-2015 To: 09-11-2015
|
Quarterly |
Jul-Sep 2015 |
|
5 |
From: 01-07-2015 To: 30-06-2016
|
Half-Annual |
Jan-Jun 2016 |
|
6 |
From: 01-07-2015 To: 09-11-2015
|
Half-Annual |
No data (as it does not capture a 6 month period within the selected date range) |
|
7 |
From: 01-07-2015 To: 31-12-2015
|
Half-Annual |
Jul-Dec 2015 |
|
8 |
From: 01-07-2015 To: 30-06-2016
|
Annual |
Jul 2015 -Jun 2016 |
|
9 |
From: 01-07-2015 To: 09-11-2015
|
Annual |
No data (as it does not capture a one year period within the selected date range) |
|
10 |
From: 01-07-2014 To: 09-11-2015
|
Annual |
Jul 2014 -Jun 2015 |
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Last revised: September 04, 2018