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Financial Year – Many of the reports in all sections are based on a given year and so they require a specific financial year to be selected for the report to be generated. The default option is set to the current financial year.
Business Unit – Some Business Planning reports have data which is selected according to a certain Business Unit. The default option is set to the first Business Unit alphabetically.
Service Profile – Some Service Delivery reports have data which is selected according to a certain Service Profile. The default option is set to the first Service Profile alphabetically.
Directorate – the Directorate report has data which is selected according to a certain Directorate. The default option is set to the first Directorate alphabetically.
Related Plan – The Actions by Related Plan report has data which is selected according to a certain Related Plan. The default option is set to the first Related Plan in the system.
Quarter – There are some reports which are quarterly reports and as such, they require a selection to be made as to not only which year, but which quarter of that year the report is to be generated for. The default option is set to the first quarter of the year.
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Filters | Description | Default Selection |
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Show Filter Page | Select to show the filter page at the start of the report. | Ticked ON |
Show vision, mission and core values | Select to include the Strategic vision, mission and core values. | Ticked ON |
Show Environmental Analysis | Select to include the Strategic Plan Environmental Analysis. | Ticked ON |
Show issue summary | Select to include the issue summary. | Ticked OFF |
Show Stakeholder Analysis | Select to include the Stakeholders. | Ticked OFF |
Show Goals, outcomes and Strategies | Select to include the Goals, outcomes and Strategies. | Ticked ON |
Show Priorities | Select to include the Priorities. | Ticked OFF |
Show Agencies | Select to include the Agencies. | Ticked OFF |
Strategies by Responsible Person Report
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Report Element | Description |
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Committee | Defined in Framework > Governance area. |
Strategies | Defined in Planning > Strategic Community Planning> Strategy area. |
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