This article contains:
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1. Overview |
For a selected financial year and quarter, this report contains all Action Plans with budget YTD and actual figures for the year. It also contains a comments field for progress comments, a budget summary with budget figures and actual figures and a Strategic KPIs summary with targets and actuals for the year.
| Info |
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Note: if you have Monthly targets instead of Quarterly, then it will have a monthly filter instead of quarters. Please contact CAMMS if you would like to have the terminology changed. |
STEP 1: To access this report, go to Reports > Corporate Business Planning > Progress Reporting and select the 'Quarterly Progress Report'.
STEP 2: Select the relevant criteria and click the Preview button.
The filters available to sort the details are:
Filters | Description | Default Selection | ||
|---|---|---|---|---|
Quarter Reporting Year (or Month) | Select the reporting year and Quarter (or month) which will determine what actions to be pulled across.
| Current financial year and first quarter |
Sample Output:
2. Quarterly Progress Report by Business Unit |
This report is similar to the Quarterly Progress Report; however, you can filter by business unit.
This report contains all Action Plans with budget YTD and actual figures for the selected financial year and quarter. It also contains a comments field for progress comments, a budget summary with budget figures and actual figures and a Strategic KPIs summary with targets and actuals for the year.
| Info |
|---|
Note: If you have Monthly targets instead of Quarterly, then it will have a monthly filter instead of quarters. Please contact CAMMS if you would like to have the terminology changed. |
STEP 1: To access this report, go to Reports > Corporate Business Planning > Progress Reporting and select the 'Quarterly Progress Report'.
STEP 2: Select the relevant criteria and click the Preview button.
The filters available to sort the details are:
Filters | Description | Default Selection | ||
|---|---|---|---|---|
Quarter Reporting Year (or Month) | Select the reporting year and Quarter (or month) which will determine what actions to be pulled across.
| Current financial year and first quarter. | ||
Department | Select the Department to filter by the Department. There is no ‘Show all’ option, therefore you must select a department. | First Department in the drop-down list |
Sample Output:
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