The columns section allows you to determine which columns you wish to see in your Snapshot. There are many 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.
Details - This option lets you display any "details" attached to the Goal.
Alignment -This option will display the Goal(s) that each Goal in the report is aligned to.
Weight- will show the goal weighting set for each goal.
Resources - This column will show the resource allocation for your organization. This will differ depending on what your organization has configured it to, it will usually be something like "Time Allocated" or "Budget".
Co-owners- 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.
Start Date- This column shows the start date of the goal.
End Date- This column shows the end date of the goal.
Focus Area- This will include a column this display which focus area the goal belongs to.
Goal Type(s) - If you've set up goal types in your instance these will become available as an option to tick and add to the report as a column, if you haven't edited this, by default your instance will display with
- Strategic Horizons
- Business Line
Ticking any of these options will add a column to the report that displays the tag Goals have been given associated with the Goal Type. These goal types will differ in every organization depending on your configuration. You will likely see multiple of these columns.
Tasks- This will show all tasks connected to a goal, You will have the option to show To do tasks, complete Tasks or all Tasks. Tasks that have been completed will display with a green tick next to them.
Risks- Ticking this option will open up a menu which allows you to display Risks, Issues, and resolved Risks and Issues raised on a goal. You also have the option to the details associated with each.
Updates- This 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 customized 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.
Timeline- This option will be selected by default, it shows a timeline of your goals, you have the option to display the today line and determine the scale of the timeline. Eg. Weeks, Months, or Years .
Current completion- This will display the completion status of each goal. You can further customize this by selecting to display completion metrics, the completion %, or the completion status as just text, or with color. Note- at least one needs to be selected to display the completion status.
Milestones- This column will allow you to select whether you wish to see milestones on your report. You will have the option to show the status as color or text, include the completion percentage, completion metric or compare the completion to previous milestone completion.
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.
When you select each column you will see a preview of your selection. You are able to resize and order to the columns to a specific display you wish to achieve.
To resize simply drag the columns to the desired size
And to reorder drag and drop the column into place.
When you generate your report the columns will display in the width and the order you have selected.
Next, you'll need to configure your final display options.