Alignment Matrix Reports help you visualize how strategic elements relate across Scorecards. They highlight parent-child connections and cross-Scorecard alignment, making it easy to understand how Objectives, Measures, and Initiatives support one another across your organization.
Alignment Matrix Reports can be created for Objectives, Measures, or Initiatives.
Creating an Alignment Matrix Report
This example walks through building an Objective Alignment Matrix. The same steps apply to Measure and Initiative Alignment Matrices.
Create the Report
From the left navigation, click Reports.
Select Objective Reports.
Click + Add Report.
Enter a Report Name (e.g., Upward Air Alignment Matrix).
Under Report Type, select Alignment Matrix.
Click Save.
💡 Your new Alignment Matrix appears under Objective Reports.
Selecting Elements to Include
Locate the report you want to work with in the Objectives report page.
Click the kebab menu (⋮) and select Edit Report.
Go to the Elements tab.
Choose which Objectives from the current Scorecard will populate the first column.
Click Save.
💡 Your Alignment Matrix now shows the chosen Objectives in the first column.
Filtering Elements
Use filters to narrow down the Objectives shown in the first column.
Locate the report you want to work with in the Objectives report page.
Click the kebab menu (⋮) and select Edit Report.
Navigate to the Filters tab.
Click + Add Filter.
Choose a Field (e.g., Reporting Frequency).
Select the Comparison (e.g., Equals).
Enter one or more Values (e.g., Monthly).
Click Save.
💡 Your report now displays only the Objectives that match your criteria.
Customizing the Order of Objectives
Use custom sorting when you want Objectives to appear in a specific order instead of the default.
Locate the report you want to work with in the Objectives report page.
Click the kebab menu (⋮) and select Edit Report.
Go to the Report tab.
Toggle Custom Sort Enabled.
Click Save.
💡 Your Alignment Matrix will now reflect your custom ordering.