OGSM report

The OGSM report gives you a quick insight into the status of the OGSM. You can see the status and the most recent progress report for each item. You decide which OGSMs and which components you want to see.

Report for an action or strategy review session

In just a few clicks you have the right report for an action or strategy review session.

  • Open an OGSM.
  • In the toolbar, under View, click Report.
  • In the toolbar, click Bookmarks and choose the session you need:
    • On the Pro subscription you see the scheduled sessions with their date, for example Action review session 01-06-2026 or Strategy review session 01-07-2026. The report shows the items linked to that session as well as items that do not have a report yet.
    • On the Start subscription you choose Action review session or Strategy review session. You then see a fixed set of items for that session type.

You see the following information on screen.

Action review session

  • 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 started). The overview contains the following actions:
    • The traffic light is amber or red. These are the actions you need to make a decision about.
    • The action has no progress report yet. Discuss with the owner how it is going.
  • The overview is supplemented with actions that have been completed since the previous session. Check that all the work has indeed been done so the action is rightly marked as ‘Done’.

Strategy review session

  • 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 started). The overview contains the following actions:

    • The traffic light is amber or red. These are the actions you need to make a decision about.
    • The action has no progress report yet. Discuss with the owner how it is going.
  • The overview of actions is supplemented with actions that have been completed since the previous session. Check that all the work has indeed been done so the action is rightly marked as ‘Done’.

View and edit details of an item

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

When adding or editing a progress report, you can link it to a specific action or strategy review session. By default the next session of the matching type is pre-filled; you can change it if the report belongs to a later session.

Thanks to this link, you and the process owner can see exactly which reports belong to which session. On the team dashboard and on the session overview, the system shows per session how many reports have already been submitted and how many are still outstanding.

Toolbar: view and filter

OGSMs

Click this button to select which OGSMs you want to see.

Bookmarks

A bookmark takes you quickly to a specific overview:

  • Strategies: an overview of the strategies.
  • KPIs: an overview of the KPIs.
  • Actions: an overview of the actions.
  • Action review session <date>: when an action review session is scheduled (Pro subscription) this bookmark appears with the session date. You see the progress reports linked to that session. On the Start subscription this bookmark is simply called Action review session and shows a fixed set of actions for an action review.
  • Strategy review session <date>: when a strategy review session is scheduled (Pro subscription) this bookmark appears with the session date and shows the progress reports linked to that session. On the Start subscription this bookmark is called Strategy review session.
  • Actions this year and Actions next year: a quick overview of the actions from the current or upcoming calendar year.

You can also create your own bookmarks. First set the filters and sorting, then click ‘Save current view’.

Filter

Use this to filter the results, for example by owner or label. When a filter is active you see this in the toolbar. Click the cross to remove all filters.

Also show actions without a progress report

In the filter screen you find the option Also show actions without a progress report. What this option does depends on whether a session bookmark is active:

  • With a selected session (bookmark Action review session <date> or Strategy review session <date>): in addition to the reports linked to the session, the report also shows the actions for which no progress report has been added yet. This way the process owner sees in one overview where attention is still needed.
  • Without a selected session (for example with the Actions bookmark): the report also shows the actions that have never received a progress report.

Sort actions

Decide how the actions are sorted.

Components

Indicate which components you want to see or hide. You can also set a title here to display above the report.

Download and print the report

  • Click the print icon at the top right.

The browser now opens a print dialog. In most browsers you can choose whether 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.

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