Cascade

Kevin Hwang

Tom Wright

Deanne Glasford

Gain insights via Snapshot Reports, Dashboards, and other reporting tools in Cascade.

TRACK - Reports and Dashboards

Learn the differences between each type of Snapshot report, depending on the template you choose.

Snapshot - Type (Template)

This article explains how to organize your Snapshot report using the "Secondary Grouping" options.

Snapshot - Secondary Grouping & Scope

This article walks through all of the different filters in the snapshot reports.

Snapshot - Filters

This article runs through all the different Snapshot columns and how to configure them.

Snapshot - Select Columns

This article runs through the different options you can configure as a last step when creating a Snapshot.

Snapshot - Configure Options

Learn how to use the "Goal" Snapshot template to run a report for a specific Project/Goal you're working on.

Reporting on a Specific Project/Goal

Different options for sharing your snapshots with your team

How to Share Snapshots

Learn how to use the "Goal" Snapshot template to run a report for all Goals in the system at once.

Show All Goals at Once with Snapshots

This article explains how Snapshot filters can focus on goals while greying out related goals that don't meet the filter criteria.

Why are goals greyed out in my report?

Laura Blackmore

Snapshot Reports

This article looks at how to share Dashboards, and the different sharing options available.

Sharing Dashboards

Dashboards

This article will explain how to create different bar charts using the Charts Widget within a dashboard.

The Charts Widget - Bar Charts

This article will explain how to add a pie chart using the Charts Widget to dashboards.

The Charts Widget - Pie Charts

This article will explain how to create a line chart using the Charts Widget within a dashboard.

The Charts Widget - Line Charts

This article will explain how to use the Table Widget to manage Goals and Tasks on a dashboard.

The Table Widget

This article will explain how to use the Goals Widget within a dashboard.

The Single Goal Widget

Bring risk management into your Cascade dashboard workflows with our Risks Widget

The Risks Widget

This article will explain how to use the My Tasks Widget within a dashboard.

The My Tasks Widget

Use the Updates Widget to bring feeds of update or auditing information into your Dashboard

The Updates Widget

Balance your focus across each of your Focus Areas with the Contribution Widget

The Focus Area Contribution Widget

Enter free-text notes or an agenda on your dashboard using the Notes Widget.

The Notes Widget

Summarize high-level focus area completion and status on the dashboard with the Focus Area Completion Widget

The Focus Area Completion Widget

This article looks at the Values Widget and what it is used for.

Values Widget

This article will explain how to use the Heat Map Widget within a dashboard to help visualize the progress.

The Heat Map Widget

Dashboard Widgets - Detailed

Learn how to setup a dashboard that will help you to monitor changes to goals.

Goal Change / Audit Dashboard

Recommended Dashboards for every organization.

Examples of Great Dashboards

Dashboard Use Cases

This article explains how to use the Explore page to understand high-level plan status and robust alignment across plans.

The Explore Page

Get updates from goals like you are an owner

How to Watch a Goal

Other Reporting Tools

Export Snapshots to PDF using Browser Print (Ctrl+P)

How to use Browser Print for PDF exports

Where and how to download Excel (CSV) files

Excel (CSV) Exports

How to configure your browser when you have issues downloading PDF files of Snapshots, Dashboards, Plans, and the Strategy Map