Reports – Business Unit Actions Progress vs Op. Plan
This report will show action progress details for a business unit grouped by the Strategic Plan. If you have monthly targets then the quarter filter will change to a Monthly filter.
STEP 1: To access this report, go to Reports > Corporate Business Planning > Progress Reporting and select the 'Business Unit Actions Progress vs Op. Plan'.
STEP 2: Select the relevant criteria and click the Preview button.
The filters available to sort the details are:
Filters | Description | Default Selection |
|---|---|---|
Reporting Year and Quarter (or Month) | 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 |
Business Unit | Select the Business Unit to filter the actions from. | First Business Unit in the list |
Sample Output:
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