Executive
Executive Reports and Printing
Executives and Client Admins can open Reports. Reports use the same reporting scope and activity period as Overview and Analytics, and each value carries a status so withheld or missing data is never shown as zero.
Open and read a report
Reports opens on a page titled Strategic Reports. When a group is too small to show, a notice explains the privacy minimum that applies.
- Open Reports from the Executive navigation.
- Choose a reporting scope and an activity period in the Metric context bar.
- Choose one of the report cards. The selected card is outlined.
- Read the report. If a source fails, a message names it, and Retry failed sources reloads it.
The seven reports
Reports offers seven reports, each shown as a card. When you narrow the reporting scope or choose a period other than All recorded activity, the report panels are replaced by a short snapshot of that selection, and the page notes that organization-only panels are omitted. Print stays available.
- Adoption Snapshot: current adoption compared across reportable departments.
- Executive Summary: key wins, focus areas, and recommendations.
- Estimated Challenge Effort: the configured duration of completed challenges.
- Department Scorecard: per-department grades and metrics.
- Team Goals: goal progress rolled up by manager team.
- Risk Assessment: adoption risks and mitigation.
- Program Readiness: reportable activity and onboarding signals.
Print or save a report as a PDF
The printed sheet starts with the report title, protected scope, organization, scope type, period, when it was generated, and the report status. It then lists Sources and method, a Report data table with a status beside each value, and Caveats. An Actions appendix ends the sheet with each action's owner, due date, and status.
- Choose the report, scope, and period you want.
- Wait for the report to finish loading. Print is unavailable while data loads.
- Choose Print / save PDF.
- In your browser's print window, choose a printer or Save as PDF.
Note: If the button says Print unavailable, choose Retry. Print stays unavailable until the report and its protected snapshot have loaded.
Tip: Read the Caveats list before you share a printout.
Read the status beside each value
Every value in a report or printout carries a status: Reportable, Withheld, No data, Unavailable, or Unknown. Withheld means the group is too small to show, and No data means no qualifying records exist. Neither means zero.