Reports – Quarterly Progress Report
This article contains: |
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.
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. Note: Only the actions that are within the reporting year and quarter (has a start and/or end date within the reporting year) will be displayed. | 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.
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:
View other articles under this section: |