Summary reports consolidate information across multiple elements, pulling relevant fields and information into one comprehensive view.
Accessing Summary Reports
From the left navigation, click Reports.
Choose the type of Summary Report you want to view (Objectives, Measures, Initiatives, etc.).
By default, every scorecard includes a few standard Summary Reports for each element type. These reports list all elements in the scorecard along with key fields like Owner and Analysis. Each element type also has alignment matrices that show parent–child relationships across scorecards, helping you see how your strategy cascades through the organization.
Default Reports
Objective Reports
Include all Objectives within a scorecard plus key fields like Owner and Analysis.
Dashboard Reports
Click Measure Reports.
Select Dashboard.
These are measure-specific reports that display all the charts from measures in the scorecard.
Gantt Chart Reports
Click Initiative Reports.
Select Gantt Chart.
These are initiative-specific reports that combine initiatives and their milestones into one visual timeline.
Custom Reports
Click the + icon to create a new report.
Enter a name for your report.
Select a Report Type from the dropdown.
Click Save to create the report.
Adding Columns
On the Reports page, click the kebab menu (⋮) next to your new report.
Select Edit Report.
In the Add Column area, use the dropdowns to select which element type and fields to include (e.g., Measures, Analysis, Owner). You can also add linked element fields (e.g., Initiatives → Percent Complete).
Click Add Column.
Click Save.
Columns can be reordered by drag-and-drop.
Adjust column width inline.
Click the kebab menu (⋮) on the report for column customization settings.
Filters (Professional & Enterprise Plans)
Navigate to the Filter tab.
Click Add Filter.
From the Filter Type dropdown, choose how multiple filters are applied:
AND: Include elements that match all filters (all conditions must be true).
OR: Include elements that match at least one filter (any condition can be true).
Choose a field (e.g., Status).
Select a comparison (e.g., Equals).
Choose a value (e.g., Below Plan).
Click Save.
This filter ensures the report shows only measures that meet the chosen criteria, while still including key fields like Analysis, Owner, and related initiatives.
Interacting with Summary Reports
Inline editing: Click the Edit Pencil icon.
Sort columns by clicking on the column headers.
Search for keywords using the search bar.
Exporting Summary Reports
Click the kebab menu (⋮) in the top right corner of the report.
Select one of the following options: Export to PDF, Export to Excel, or Email Page.
