Reports – Business Reporting
The business plan report will show you details specific to your Business Plan. The sections can be switched on and off within the filters page.
To access this report, follow the steps below;
STEP 1: Go to Reports > Corporate Business Planning > Business Reporting and select the 'Business Plan report'.
STEP 2: Select the relevant criteria and click the Preview button.
The filters available to sort the details are:
Filters | Description | Default Selection |
|---|---|---|
Business unit | Select the business unit from the drop-down list | Displays all |
Reporting Year | Select the financial year from the drop-down list | Current financial year |
No of Years | Select the number of years (from the reporting year selected above) | One Year (Annual) |
Show Business Unit Mission & Values | Tick the option to include the Business Unit Mission & Values | Ticked ON |
Show Recent Achievements | Tick the option to include the Recent Achievements | Ticked ON |
Show Business Planning Context | Tick this option to include the Business Planning Context | Ticked ON |
Show Customer Stakeholder Analysis | Tick this option to include the Customer Stakeholder Analysis | Ticked ON |
Show Service Profiles | Tick this option to include the Service Profiles | Ticked ON |
Show Critical Issues | Tick this option to include the Critical Issues | Ticked ON |
Show Action Plan with Strategy Budgets | Tick this option to include the Action Plan with Strategy Budgets | 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 include the Tasks | Ticked ON |
Show Confidential Actions and KPIs | Tick this option to include the Confidential Actions and KPIs | Ticked OFF |
Sample Output
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