Check out video manual for "Reports"
When strategy description is accomplished, strategy execution just begins. The members of your team might need to discuss a strategy in the conference room, report the progress using specific indicators, or work according to the action plan.
Sometimes, you might need to get a certain projection of your business scorecard from BSC Designer and share it with others. Let's check the "Reports" menu to learn more.
HTML report is the most popular way to present data from the scorecard project. This report focuses on KPIs, their data, initiatives, and charts.
Also, BSC Designer suggests you to choose a data grouping method: you can have a report with all of the data; or you can choose to present a quarterly or yearly summary for the available data.
Any report has a table with a number of columns. Although the look of these tables might be different, the meaning of the columns is always the same.When you generate the report you select an interval for the report:
BSC Designer also takes into account a time point currently selected in the program's calendar. Column "Current" contains the value for the currently selected date (it can be today's date or any other selected date).
In the "KPI Report" menu you will find several reports that can tell different stories about the Indicators from your project:
Business goals report focuses on the "objectives" part of your business scorecard. For this report you can choose the desired level of the details:
In the Strategy Map Report menu you will find several options:
BSC Designer can create reports with:
On the Dashboard tab in BSC Designer you have different views on the business performance. If you need to share these dashboards with your team you don't need to make a screenshot and save it to a picture file - using Dashboard report you can have a copy of your dashboards in HTML or PDF formats.
In BSC Designer there are two types of initiatives, respectively two types of reports:
Sometimes you might not want to educate all of the members of your team to use BSC Designer; still you want them to have an access to the KPI scorecard. In this case an MS Excel report might be a good option. Actually, it is not a report, but a live copy of your KPI scorecard with all of your data and calculations. One can change some values in the spreadsheet and the performance figures will be updated automatically.
PowerPoint presentation is a classical format to support a strategy discussion. The benefit is that you can support your ideas by some key data from your business scorecard. Here is what a PowerPoint report offers:
There are different ways to customize your reports in BSC Designer. One of the typical cases is that you need to comment on some charts. To do this just add a new comment or a new remark via Initiatives and use one of the chart tags. Your comment will appear under the selected chart in the reports. Learn more about comments.
Need to customize your reports more?
Excel or PowerPoint reports are created directly in MS Office, so you can easily save and share them with your team. With HTML-based reports you have even more flexibility:
If you need to have a PDF version of the report, then use of one the PDF printers pre-installed in Windows or download and install a free one. In this way you will be able to save any report in PDF format.
Reports in BSC Designer is a great way to share some important information from your Business Scorecard with all stakeholders. Download a trial copy of BSC Designer and try the reports with your own data!