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TRACK - Reports and Dashboards
TRACK - Reports and Dashboards
Gain insights via Snapshot Reports, Dashboards, and other reporting tools in Cascade.
+2
32 articles in this collection
Written by
Tom Wright,
Jane Clinton,
Brandon Bett
and 2 others
Snapshot Reports
Snapshot - Type (Template)
Learn the differences between each type of Snapshot report, depending on the template you choose.
Written by
Brandon Bett
Updated over a week ago
Snapshot - Secondary Grouping & Scope
This article explains how to organize your Snapshot report using the "Secondary Grouping" options.
Written by
Brandon Bett
Updated over a week ago
Snapshot - Filters
This article walks through all of the different filters in the snapshot reports.
Written by
Jane Clinton
Updated over a week ago
Snapshot - Select Columns
This article runs through all the different Snapshot columns and how to configure them.
Written by
Jane Clinton
Updated over a week ago
Snapshot - Configure Options
This article runs through the different options you can configure as a last step when creating a Snapshot.
Written by
Jane Clinton
Updated over a week ago
Reporting on a Specific Project/Goal
Learn how to use the "Goal" Snapshot template to run a report for a specific Project/Goal you're working on.
Written by
Brandon Bett
Updated over a week ago
How to Share Snapshots
Different options for sharing your snapshots with your team
Written by
Celine Lau
Updated over a week ago
Show All Goals at Once with Snapshots
Learn how to use the "Goal" Snapshot template to run a report for all Goals in the system at once.
Written by
Brandon Bett
Updated over a week ago
Why are goals greyed out in my report?
This article explains how Snapshot filters can focus on goals while greying out related goals that don't meet the filter criteria.
Written by
Jane Clinton
Updated over a week ago
Dashboards
Sharing Dashboards
This article looks at how to share Dashboards, and the different sharing options available.
Written by
Jane Clinton
Updated over a week ago
Embedding Dashboards outside of Cascade
Learn how to embed a Cascade Dashboard on your website, intranet, or other places to engage as many people as possible with your work.
Written by
Jane Clinton
Updated over a week ago
Dashboard Widgets - Detailed
The Table Widget
This article will explain how to use the Table Widget to manage Goals and Tasks on a dashboard.
Written by
Tom Wright
Updated over a week ago
The Goals Widget
This article will explain how to use the Goals Widget within a dashboard.
Written by
Tom Wright
Updated over a week ago
The Multi-Goals Widget
This article will explain how to use the Multi-Goals Widget within a dashboard.
Written by
Tom Wright
Updated over a week ago
The Risks Widget
Bring risk management into your Cascade dashboard workflows with our Risks Widget
Written by
Tom Wright
Updated over a week ago
The Tasks Widget
This article will explain how to use the Tasks Widget within a dashboard.
Written by
Tom Wright
Updated over a week ago
The Updates Widget
Use the Updates Widget to bring feeds of update or auditing information into your Dashboard
Written by
Tom Wright
Updated over a week ago
The Focus Area Contribution Widget
Balance your focus across each of your Focus Areas with the Contribution Widget
Written by
Tom Wright
Updated over a week ago
The Planner Widget
Pull your entire strategic plan to your dashboard with our Planner Widget.
Written by
Tom Wright
Updated over a week ago
The Notes Widget
Enter free-text notes or an agenda on your dashboard using the Notes Widget.
Written by
Tom Wright
Updated over a week ago
The Focus Area Completion Widget
Summarize high-level focus area completion and status on the dashboard with the Focus Area Completion Widget
Written by
Tom Wright
Updated over a week ago
The Values Widget
Bring your organizational values into dashboards to help them resonate in day-to-day goal management.
Written by
Tom Wright
Updated over a week ago
Values Widget
This article looks at the Values Widget and what it is used for.
Written by
Jane Clinton
Updated over a week ago
The RSS Feed Widget
Integrate RSS feeds into your dashboards using our RSS Feed Widget
Written by
Tom Wright
Updated over a week ago
The Heat Map Widget
This article will explain how to use the Heat Map Widget within a dashboard to help visualize the progress.
Written by
Tom Wright
Updated over a week ago
Dashboard Use Cases
Goal Change / Audit Dashboard
Learn how to setup a dashboard that will help you to monitor changes to goals.
Written by
Tom Wright
Updated over a week ago
Examples of Great Dashboards
Recommended Dashboards for every organization.
Written by
Tom Wright
Updated over a week ago
Other Reporting Tools
The Explore Page
This article explains how to use the Explore page to understand high-level plan status and robust alignment across plans.
Written by
Brandon Bett
Updated over a week ago
Exports
How to use Browser Print for PDF exports
Export Snapshots to PDF using Browser Print (Ctrl+P)
Written by
Kate Eager
Updated over a week ago
Excel (CSV) Exports
Where and how to download Excel (CSV) files
Written by
Kate Eager
Updated over a week ago
Why is my PDF export not working?
How to configure your browser when you have issues downloading PDF files of Snapshots, Dashboards, Plans, and the Strategy Map
Written by
Kate Eager
Updated over a week ago
Exporting PDFs in Cascade
How to download your Snapshots, Dashboards and your Plan as a PDF export file
Written by
Tom Wright
Updated over a week ago