Executive Report

The Executive Report is generated based on the selection of executive reporting period and executive report which was built by 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	First in the list
Hierarchy Type	Select the hierarchy type from the dropdown list	Org. Hierarchy
Hierarchy Level	Select the hierarchy level	Organisational
Hierarchy Node	Select the Business Unit from the dropdown list	Organisation
Action Filter	Select the action filter from the dropdown 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 ON
Show Commentary	Tick the option to include the Commentary	Ticked ON
Show Executive Comments	Tick the option to include the Executive Comments	Ticked ON
Show Business Highlights	Tick the option to include the Business Highlights	Ticked ON
Show Strategic Priority Summary	Select this tick box to include Strategic Priority Summary	Ticked ON
Show Action Summary	Tick the option to include the Action Summary	Ticked ON
Show KPI Summary	Tick the option to have KPI summary included in the report	Ticked ON
Show Scorecard Summary	Tick the option to include the Scorecard Summary	Ticked ON
Show Financial Summary	Tick the option to include the Financial Summary	Ticked ON
Show KPI Period Related Data	Tick the option to add KPI period related data	Ticked ON

Sample Output:

Last revised: September 04, 2018