In this article, we will give you a general overview and some tips on how to get the most out of the PPM Express OKR Report Pack.
PPM Express OKR Report Pack includes three main sections:
- Objectives Dashboard
- Objectives
- Objective Details
Objectives Dashboard section
Objectives Dashboard includes information for your Objectives. This section does not include the information for Key Results.
There are three types of filters that can be applied to this report:
- ‘Top-level Objectives only’ filter
- Filter pane filters
- Visuals cross-filtering
The ‘Top-level Objectives only’ filter allows focusing only on the top-level objectives in one click. Sub-Objectives will be filtered out and will not be visible.
Filter pane filters allow filtering the data in the report according to the filter values selected. Bold font indicates that a filter is applied.
“Objective Date Filter” provides three options for selection:
- Past – Objectives with FinishDate < TODAY
- Future – Objective with StartDate > TODAY
- Current – the rest (those that are not covered by Past and Future)
“Objective Dates” filter allows filtering out and reviewing the Objectives where at least one date from the Start Date to Finish Date is within the selected calendar period.
It is possible to select several modes for setting up this period:
Advanced filtering mode allows setting up any dates for the period:
Relative date mode provides predefined conditions that are based on today's date.
Visuals cross-filtering is also available in the report.
For example, if you click on the Critical value, adjoining visuals will be filtered out accordingly.
To review the details of the required Objective, right-click on the Objective => Drill through => Objective Details.
Objectives section
Two views are available for the Objectives section: List and Gantt Chart.
This report provides filter panel and a ‘Top-level Objectives’ slicer that includes a list of the top-level Objectives.
The selection in the slicer filters out not only the selected Objective but also its sub-objectives to the lowest level.
It is possible to review the list of Objectives with Key Results or without them.
You can sort out the Objectives by Name, Progress, Status, Target Value, or Current Value.
Objective Details can be opened by right-clicking on the objective => Drill through => Objective Details. Alternatively, you can click on the required Objective to select it and then click on the Objective Details button.
Objective Details
Objective Details report provides detailed information for the selected Objective.
To review the details of the required Objective, right-click on the Objective => Drill through => Objective Details.
Alternatively, you can click on the required Objective to select it and then click on the Objective Details button.
There are two views available for this report: General and Progress Details.
The Progress Details view shows the progress (forecast, target, current) and values (target value, current value, start value).
