TRACK - Reports and Dashboards

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

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31 articles in this collection
Written by Tom Wright, Jane Clinton, Brandon Bett and 3 others

How to Watch a Goal

Get updates from goals like you are an owner

Written by Will Kleweno
Updated over a week ago

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 Laura Blackmore
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

Dashboard Widgets - Detailed

The Charts Widget - Bar Charts

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

Written by Marcio Duarte
Updated over a week ago

The Charts Widget - Pie Charts

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

Written by Marcio Duarte
Updated over a week ago

The Charts Widget - Line Charts

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

Written by Marcio Duarte
Updated over a week ago

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 Single Goal Widget

This article will explain how to use the 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 My Tasks Widget

This article will explain how to use the My 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 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

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 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 Will Kleweno
Updated over a week ago

Excel (CSV) Exports

Where and how to download Excel (CSV) files

Written by Will Kleweno
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 Will Kleweno
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