TRACK - Reports and Dashboards

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

Tom Wright avatar Jane Clinton avatar Brandon Bett avatar +3
32 articles in this collection
Written by Tom Wright, Jane Clinton, Brandon Bett and 3 others
Snapshot Reports

Snapshot - Type (Template)

Learn the differences between each type of Snapshot report, depending on the template you choose.
Brandon Bett avatar
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.
Brandon Bett avatar
Written by Brandon Bett
Updated over a week ago

Snapshot - Filters

This article walks through all of the different filters in the snapshot reports.
Jane Clinton avatar
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.
Jane Clinton avatar
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.
Jane Clinton avatar
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.
Brandon Bett avatar
Written by Brandon Bett
Updated over a week ago

How to Share Snapshots

Different options for sharing your snapshots with your team
Celine Lau avatar
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.
Brandon Bett avatar
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.
Jane Clinton avatar
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.
Elaine Logashov avatar
Written by Elaine Logashov
Updated over a week ago

The Goals Widget

This article will explain how to use the Goals Widget within a dashboard.
Elaine Logashov avatar
Written by Elaine Logashov
Updated over a week ago

The Multi-Goals Widget

This article will explain how to use the Multi-Goals Widget within a dashboard.
Elaine Logashov avatar
Written by Elaine Logashov
Updated over a week ago

The Risks Widget

Bring risk management into your Cascade dashboard workflows with our Risks Widget
Elaine Logashov avatar
Written by Elaine Logashov
Updated over a week ago

The Tasks Widget

This article will explain how to use the Tasks Widget within a dashboard.
Elaine Logashov avatar
Written by Elaine Logashov
Updated over a week ago

The Updates Widget

Use the Updates Widget to bring feeds of update or auditing information into your Dashboard
Elaine Logashov avatar
Written by Elaine Logashov
Updated over a week ago

The Focus Area Contribution Widget

Balance your focus across each of your Focus Areas with the Contribution Widget
Elaine Logashov avatar
Written by Elaine Logashov
Updated over a week ago

The Planner Widget

Pull your entire strategic plan to your dashboard with our Planner Widget.
Elaine Logashov avatar
Written by Elaine Logashov
Updated over a week ago

The Notes Widget

Enter free-text notes or an agenda on your dashboard using the Notes Widget.
Elaine Logashov avatar
Written by Elaine Logashov
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
Elaine Logashov avatar
Written by Elaine Logashov
Updated over a week ago

The Values Widget

Bring your organizational values into dashboards to help them resonate in day-to-day goal management.
Elaine Logashov avatar
Written by Elaine Logashov
Updated over a week ago

Values Widget

This article looks at the Values Widget and what it is used for.
Jane Clinton avatar
Written by Jane Clinton
Updated over a week ago

The RSS Feed Widget

Integrate RSS feeds into your dashboards using our RSS Feed Widget
Elaine Logashov avatar
Written by Elaine Logashov
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.
Elaine Logashov avatar
Written by Elaine Logashov
Updated over a week ago