OGSM report

The OGSM report gives you a quick insight into the status of the OGSM. You can see the status and the most recently added progress report for each item.

Reporting for an action review or strategy review session

With two clicks you have the right report for your action review or strategy review session.

Click View in the toolbar.
Under the Reports heading, choose Action review or Strategy review.

You will see the following information on screen.

Action review

You see an overview of actions with the status 'In progress' or whose start date is in the past (meaning the action should already have been started). The overview includes the following actions:

The traffic light is orange or red. These are the actions you need to make a decision on.
The traffic light has not been filled in. The status of the action is unknown, so it needs to be discussed.
The action has no current progress report. The status is also unknown in this case.
The overview is supplemented with actions that have been completed since the previous session. Check whether all the work has actually been done and the action is therefore correctly marked as 'Done'.

Strategy review

The strategies
The KPIs
An overview of actions with the status 'In progress' or whose start date is in the past (meaning the action should already have been started). The overview includes the following actions:
- The traffic light is orange or red. These are the actions you need to make a decision on.
- The traffic light has not been filled in. The status of the action is unknown, so it needs to be discussed.
- The action has no current progress report. The status is also unknown in this case.
The overview is supplemented with actions that have been completed since the previous session. Check whether all the work has actually been done and the action is therefore correctly marked as 'Done'.

View and edit details of an item

Click on an item to view the details.
As the 'Administrator' of the team or owner of the item, you can also edit it. All members of the team (except "Viewers") can comment on the item.

OGSMs

Select the OGSMs you want to view.

Bookmarks

With the bookmark, you can quickly navigate to a specific overview:

Strategies: An overview of the strategies.
Strategies without current reporting: This shows which strategies still need to be updated.
Indicators: An overview of the indicators.
Actions: An overview of the actions.
Actions without current reporting: This shows which actions still need to be updated.
Action review
Strategy review

You can compose your own bookmark with the filters and the display settings. By saving this bookmark you can view it with one click at a later.

Build your view by applying filters and the view settings.
Click the bookmark toolbar item.
Click the "Save current view" link.
Type the title of your view.
Click 'Save'.

Filter OGSM report

Click the Filter toolbar item.
Apply the desired filters.

Sort actions

Determine how the actions are sorted.

Components

Indicate which components you want to see or not see. You can also set a title here to display above the report.

Download and print report

Click the Print icon.

The browser will now display a print preview. In most browsers, you can choose to print the file or download it as a PDF. A few tips for the best result:

The report fits best when printed in Portrait orientation.
Adjust the scale if needed to make the text larger or smaller.
Turn off the Headers and footers option. This prevents the date, time, and full URL from appearing on the pages.
Turn on the Background graphics option.