Reports – Annual Report

This Report is very similar to the Annual Corporate Plan and shows a summary of all actions. The report is grouped by the planning hierarchy.

  • STEP 1: To access this report, go to Reports > Corporate Business Planning > Progress Reporting and select the 'Annual Report'.

  • STEP 2: Select the relevant criteria and click the Preview button.

The filters available to sort the details are:

Filters

Description

Default Selection

Filters

Description

Default Selection

Reporting Year

Select the reporting year which will determine what actions to be pulled across.

Note: Only the actions that are within the reporting year (has a start and/or end date within the reporting year) will be displayed.

Current financial year

Sample Output:

Figure 1.1

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