Personal, Team & Strategy Snapshots
Personal: The snapshot will be focused on one particular person’s goals – this could be you, or anyone else in the organization that you want to generate a snapshot for. You’ll be able to see everything that person is working on and where they’re up to.
Team: The snapshot will be focused on one team and the goals of everyone in that team – this could be your own team or someone else’s. You’ll be able to see everything that team is working on and where they’re up to. Use the team manager’s name as your search criteria.
Strategy: The snapshot will be focused on the strategic plan, and will group all goals by their Focus Areas. You’ll also be able to see who’s working on what, but the primary grouping will be by Focus Area. This is the snapshot mostly commonly used for board reporting, etc.
Defining your Scope
When you run a snapshot you can decide what information you wish to see – the scope options will vary slightly depending on which type of Snapshot you are generating. In the example below you can see the strategy snapshot.
In the scope section you are able select which Focus Areas you wish to include in the report. You can also apply filters by Goal Type, Organisational Unit, or by tracking of completion status to further refine the data you see.
If the goal type filter is selected, this will allow you to view goals assigned to a particular goal type. You can also tick multiple options at once, selecting two or more goal types you wish to display.
The Organisation Unit filter allows you to customise which organisational units goals you see. You, once again, can tick multiple box’s and view a few org units at the same time.
The Tracking filter allows you to select whether you’d like to view goal’s that are ‘Completed’, ‘On Track’, ‘Behind’, ‘Not Started’, and ‘Overdue’.
Under the sub goals heading you have the option to define how many levels of sub-goals you wish to include in your report, by default only 1 level of sub-goals will display in the report. The more levels of sub-goals you include the deeper you will dive into the different layers of your strategy.
You are also able to limit the number of sub goals shown in each level displayed, for example, you may want to show 3 levels deep of sub-goals, though only 1 sub goal from each level.
Advanced Filter options
The columns on your snapshot can be configured as well as the date range from which you will see goals – click on the “Show Advanced” button to see all of the options.
Filters And Sorting
The filters and sorting allow you to customise the look of the snapshot by including a brief summary of your goals at the top of the report. The Show Summary option is a useful way to see where you are, at a glance.
Filters and sorting also allow you to specify a certain time frame to view your goals from. The timeline displayed on the report will reflect the dates you enter. If you use this filter, an extra set of options will display. This will allow you to decide whether you’d like to apply a further filter to the report, and either-
– display all goals that are in progress during this time period or,
-only display goals that start after/before/anytime the start date entered and end before/after/anytime the end date entered.
You can also determine how your goals are sorted. Goals can be sorted by title, completion, start date or by deadline. If you’ll be exporting the report to a PDF, you have an option to determine the font size of the report in the PDF download. Note- this won’t change the size of the font on the report in Cascade, only in the PDF.
The display legend checkbox gives you the option to either, display at the top of the report the completion status legend, or not at all.
The columns section allows you to determine which columns you wish to see in your snapshot. There are 16 different columns to choose from that cover all kinds of aspects from your goal information. We’ll now go through each one, and a brief overview of what it can be used for.
Show goal details- as the name implies, this option simply lets you display any details connected to a goal, on the report.
Contributes to- clicking this option will display in the report the organisational goal, goal, or sub-goal it is aligned, and contributes to.
Sustainability principals- this option will include a column that displays the sustainability principal selected for the goal- if no sustainability principal was selected for the goal this will show up blank.
Strategic Horizon- which strategic horizon each goal is part of.
Show timeline- this option will be selected by default, it shows a timeline of your goals and if further selected, a line to indicate the current day to help visualise your progress.
Tasks- will show all tasks connected to a goal, both complete and incomplete. Tasks the have been completed will display a green tick next to them to help identify.
Issues- will display all issues raised on a goal. You also have the option to display either, only critical issues, issues, or both.
Updates- will show any updates made on a goal. You will also be given the option to select the number of updates shown on each goal, starting at the most recent. If you need particular updates to stand out, such as updates from the past month, this can be customised using the date filter provided.
System Updates- this will show all system updates, such as users updating a goals completion status. The same added options as above will be given.
Weight- will show the goal weighting set for each goal.
Budget- this will show the budget assigned to each goal.
No. of Sub-Goals Aligned- will show the number of sub-goals the are aligned to the goal. Note-the name of the sub-goals will not show, just the total number.
Overall completion- this will display the completion status of each goal. You can further customise this by selecting to display completion metrics, the completion %, or the completion status as just text, or with colour. Note- at least one needs to be selected to display the completion status.
Collaborators- this option will display the names of all co-owners on a goal. If there are no co-owners on a goal, you will see a black dash, instead.
Completion Comparison Period- this option allows you to view goal completion from a prior date. It works best with the Overall completion option, as you are able to compare current to historical completion.
Show Strategy Details- will add a column that displays all extra details connected to a goal.
Once you have determined your scope and columns you simply generate the report. Once your report is generated you can dive into the goal hub of any goal by clicking on the goal title.
Can I export Snapshot Reports?
Can I customise the look and feel of Snapshot Reports?
Can I export Snapshot Reports?
Yes, Snapshots can be exported to PDF – generate the Snapshot first, then click the ‘Download PDF’ button.
Can I customize the look and feel of Snapshot Reports?
Yes, Snapshots will use the logo and colors that you have defined under your settings – Admin – Settings – Branding.