Corporate Plan Report
The Corporate Plan report will display action details for the entire organisation. To access this report,
STEP 1: Go to Reports> Corporate Business Planning > Corporate Business Reporting and select the 'Corporate Plan report'.
STEP 2: Select the relevant criteria and click the 'Preview' button.
The filters available to sort the details are:
Filter | Description | Default Selection |
|---|---|---|
Reporting Year | Allows to select the required reporting year from the drop-down list | Current Year |
No of Years | Allows to select the number of years (from the reporting year selected above) | One Year (Annual) |
Show Filter Page | Tick this to show the Filter page | Ticked ON |
Show Action Plans | Tick this option to include the action plan details | Ticked ON
|
Show Budget Summary | Tick this option to include the budget summary | Ticked ON
|
Show KPI Summary | Tick this option to include the KPI Summary | Ticked ON
|
Show Tasks
| Tick this option to show tasks against the actions. | Ticked OFF |
Show Confidential Actions and KPIs | Tick this option to include confidential actions and KPIs | Ticked OFF
|
Action Filter | Selection drop-down list to filter the Corporate Plan by Action tick box. The action filter box will be filtered from the action detail tick boxes. This will default to show all. | Show All |
Sample Output
