How to create an Executive Report using the Executive Reporting Builder?
- amani imtiyas (Unlicensed)
To create an Executive Report using the Executive Reporting Builder, follow below steps.
In order to access Executive Reporting, go to Interplan > Mega Menu > Tools > Executive > Build
Click on 'New' button on Executive Reports page to start creating the report. The application screen displays a page to enter name and reporting period for the new report.
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STEP 1: Enter a suitable name in the 'Name' field.
STEP 2: Define the reporting period by entering the relevant dates to the 'Date From' and 'Date To' fields. The content for the report is taken within this specified period.
STEP 3: Click the 'Save' icon to save the report in the database. Once the page refreshes, the Executive Report Editor is displayed with individual tabs for Actions, KPIs, Scorecards and Commentary. Organise the data in the report using these tabs.
STEP 4: Use the spell-check feature to correct any spelling mistakes in the reports.
Organising the data for KPIs and Scorecards tabs in STEP 4 above is detailed out below:
To link KPIs to Executive Reports follow the below steps.
STEP 1: Link a KPI to the report by dragging and dropping a KPI from the list of KPIs.
STEP 2: Specify a relevant Reporting Year for the KPI comments using the drop down list.
STEP 3: Type in the comments on the KPI.
STEP 4: Press the Update button to confirm the KPI linking and to save the comments in the report.
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STEP 5: Comments on KPIs can edited by clicking the ‘Edit’ button. Use the spell check feature to correct any spelling mistakes in the reports. Once the changes are made, press ‘Update’ button to apply the changes, or ‘Cancel’ to discard the changes.
STEP 6: To view a graphical representation of the KPI, click the Graph button.
STEP 7: To view the audit trail of the KPI, click History button.
STEP 8: The 'Latest Comments' button retrieves the latest periodic comment entered against a particular KPI.
Adding Executive Scorecards
The Scorecards tab in the Executive Reports Editor allows adding Scorecards to the selected Executive Report. Scorecards already developed in the Scorecards area (Interplan>Mgea Menu>Planning>Performance Management>Scorecards) can be linked to the report.
STEP 1: Drag and drop the required Scorecards from the list on the right hand side of the screen onto the report content area.
Refer below image:
STEP 2: Select the relevant reporting year for the scorecard from the dropdown list and enter the executive comments against the scorecard.
STEP 3: Comments for the Scorecards may be edited by clicking the Edit’ button. The 'Latest Comments' button retrieves the latest periodic comment entered against a particular Scorecard. Use the spell check feature to correct any spelling mistakes in the reports.
STEP 4: Click ‘Update’ to apply the changes, or ‘Cancel’ to discard the changes.
Similarly, Actions and Comments can also be added through the respective tabs.
Once all the updates are completed, click on the save button. Now when you go to the Executive Builder area via Interplan > Mega Menu > Tools > Executive > Build, you will be able to view and edit the created Executive Report.
Note: Make sure to enter the correct Reporting Year for which the report was built from the 'Reporting Year' filter.
Refer below image.
In order to view all the details in a report format, please generate the 'Executive Report-Standard' from Reports > Executive Reporting > Executive Report-Standard'.
In the report filter page, make sure to enter the select the created Executive Report from the 'Executive Report' dropdown filter and generate the report considering the rest of the available filters as well.
Refer below report filter page:
