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Reports – Annual Business Progress Report

Reports – Annual Business Progress Report

This report displays all action details defined within Action detail area along with YTD budget and actual details. The report is filtered by Business Unit, grouped by Strategies.

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

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

Business Unit

Select the business unit to filter the actions by business unit. There is no ‘Show All’ filter, so a business unit must be selected.

First Business Unit in the list

Sample Output:

Figure 1.1

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