Reports

Audience: CEO, Manager, Strategy Manager
Page Type: How-To Guide
Duration: 15 minutes

Overview

The Reports menu has two items: Goal Alignment Matrix and My Dashboards. The overall state of a planning period is shown in the Cycle Cockpit on the cycle detail page.

Screen	Where	Plan Feature
Goal Alignment Matrix	Reports → Goal Alignment Matrix (`/reports/alignment`)	`reports_tier`
Cycle Cockpit	Planning Periods → cycle detail	none (all plans)
Unit / Individual Performance	OKR Cycles → cycle detail → performance tabs	`performance_reports`

Unit and individual performance scope: a Team Lead sees only the units it leads, their sub-units and the people in them (empty if it leads no unit). A Member sees only its own individual performance and no unit performance. Other roles see the whole company. OKR and KPI reading is not affected and stays company-wide.

Goal Alignment Matrix

Shows the Status Report KPI → Focus Area KPI → OKR key result chain for the selected planning period on one screen.

Each focus area, its focus area KPIs, and the key results measuring each KPI are listed as a tree.
The gap cards at the top count each gap type. Click a card to filter the list to that gap.

Code	Gap
G1	Focus Area without an objective
G2	Focus Area without a KPI
G3	Focus Area KPI not linked to a key result
G4	Objective without a focus area
G5	Top-level key result without a focus area KPI
G6	Status Report KPI not used by any focus area
G7	Finding not carried into SWOT

"Focus Area without an objective" (G1) and "objective without a focus area" (G4) are shown side by side.
An objective inherits focus areas from its parent objectives and from the parent key result it is linked to. An objective with an inherited focus area does not count as G4.
If you have permission, you can act inline: add a Status Report KPI to a focus area, link a key result to a focus area KPI, or link an objective to a focus area. The matrix refreshes after each action.
The KPIs in the chain are the same KPI register records. Adding a Status Report KPI to a focus area does not copy it; the same KPI is used in the focus area and measurements are shared. A key result can only be linked to a focus area KPI of the same planning period.
KPI rows show the success level badge. When a closed planning period is selected, the matrix shows the closing snapshot and says so with a badge.
Long lists may be truncated; counters always show the full value.

My Dashboards

In Reports → My Dashboards you build personal dashboards from the KPIs you follow. Source measurements are read-only here.

When you Add KPI card, there are two selection methods:
- Pick from a report: planning period → report or analysis → KPI.
- Pick from the KPI register: a flat list of active KPIs in your scope.
In both cases the card shows the KPI itself, not a copy in a report. When the cycle changes or the report closes, the card keeps showing the same KPI's current series; you do not need to add it again.
Access is rechecked every time the dashboard opens. If the KPI was deleted or is no longer in your scope, the card shows a Source unavailable placeholder with no information about the KPI; remove it in edit mode.
A card for a retired KPI stays readable and shows a Retired label. Only active KPIs are suggested for new cards.
When the KPI has success criteria, the card shows a level label based on the latest actual value ("Level: Good (…)"). Without criteria, no success indicator is shown.
The level badge comes from the KPI's own criteria; without criteria it shows a neutral "No criteria", and "Not evaluable" when it cannot be evaluated. Values are no longer colored by fixed 80%/100% thresholds. Edit the criteria in the KPI's Success criteria tab in KPI Tracking (KPI Tracking).

Layout, sections and labels

Layout: cards follow their saved order and every row is filled. Space left in a row is shared among the cards of that row in proportion to their widths. The width you choose is a card's minimum; a card may grow a little to fill its row. As the screen narrows, the grid drops from 4 columns to 3, 2 and 1.
Auto arrange: in edit mode, reorders the cards inside each section so the rows fill up. Save to keep the new order; Cancel undoes it.
Add section: in edit mode, adds a section heading. The title is required; a description and Start collapsed are optional. The cards below a heading belong to that section until the next one. Open or close a section from its heading.
Labels: in a card's settings you can give it up to 10 labels (each at most 40 characters), for example "Board", "At risk", "Q1". Labels belong to this dashboard only.

Review view

Group and sort the dashboard the way you want to review it. These choices do not change the dashboard and are not saved; they are written into the page link, so sharing the link opens the same view. People the dashboard is shared with can use them too.

Group: Owner's sections (default) · Focus area · Owner unit · Success level · Perspective · Label.
- When a KPI belongs to several focus areas, perspectives or labels, its card appears in each group; an Also in: … note on the card lists the other groups.
- Cards without a group are collected in a trailing group (for example No focus area). Success level groups go from worst to best.
- Focus areas and perspectives follow the planning period selected on the dashboard, or the active planning period when none is selected. Only focus areas you can see are counted.
Sort: Owner's order · By level, worst first · By code.
Only cards that need attention: shows KPIs at success level 1 or 2, or whose measurement is overdue. The overdue rule is the same as the "overdue" filter in KPI Tracking.
Reset view returns to the default.

You can share your dashboard with people in your company. People you share with can view it; they cannot edit, delete or re-share it.

Select the dashboard and click Share. Turn on Everyone in the company, or search people by name or email under People. When you save, the people you added get an in-app notification. Sharing with everyone in the company sends no notification.
Only the owner shares a dashboard, and withdraws a share in the same window. A shared dashboard shows a Shared label in the toolbar.
Dashboards shared with you appear in the dashboard selector under Shared with me, with the owner's name. The dashboard shows a Shared by … label; you can change filters, but the change is not saved.
Sharing grants no data access. Each card is shown with the KPI access of the person who opens the dashboard. A card for a KPI you cannot access shows You don't have access to this card's KPI and no information about the KPI. Hide these cards with the Hide cards I can't access switch; the choice is kept in your browser.
Make a copy gives you your own copy of the dashboard. Only cards whose KPI you can access are copied; the copy starts unshared and you can edit it.
If the owner leaves the company, the dashboard disappears from the shared list. Being an administrator or Super Admin does not open a dashboard that was not shared with you.

Cycle Cockpit

Open a cycle from Planning Periods. The cockpit shows the cycle's seven steps and the status of each (Empty, Started, Done, Attention):

Mission & Vision · Status Report · Analysis · SWOT · Focus Areas · OKR · Tracking

Click a step to open the related page filtered to this cycle.
"Attention" means the step has gaps. Use the Alignment Matrix link for details.
Team lead and member roles see only the OKR and Tracking steps.
If your plan does not include reports_tier, gap counts are not shown.

Where did the old report menus go?

Old menu	New location
Strategy Reports	Redirects to the Goal Alignment Matrix
Performance Reports	Performance tabs of the active OKR cycle (OKR Cycles if none is active)
OKR Control Center	Health tab of the active OKR cycle (OKR Cycles if none is active)
Balanced Scorecard	Focus Areas → Perspective view. Existing BSC records stay available read-only.
Roadmap	Not shown in the menu; the address (`/reports/roadmap`) still works
Strategy Execution Maturity	Not shown in the menu; the public survey and admin page are unchanged
Personal performance	Profile page

Tips

Close critical gaps (G1, G2) in the Goal Alignment Matrix before a board presentation.
Use the performance tabs in the OKR cycle detail for weekly reviews.

Overview​

Goal Alignment Matrix​

My Dashboards​

Layout, sections and labels​

Review view​

Sharing a dashboard​

Cycle Cockpit​

Where did the old report menus go?​

Tips​