Customizing Initiative Report Data

  To customize initiative views:

1. From the Browser View, select Reports, then Initiative Status.

2. On the report that is displayed, select Edit, then Customize.

3. Select the view to use, and the data to display as outlined in this table.

   Table 1. Initiative Data

   Option	Description
   Set System Defaults	Application or generic designers: Select to apply customizations to all other users.
   Group by associated object type	Groups initiatives by measure, accountability element or strategy element.
   Show trend view as default	Displays tracking information such as percentage complete and status.
   Name	Displays initiative names
   Status symbol	Displays performance indicators representing initiative status.
   Start Date	Displays when initiatives start.
   Completion date	Displays the date on which initiatives were completed.
   Cost	Displays the cost (in dollars) of initiatives.
   Creator	Identifies the employees who created initiatives.
   Status	Displays the current status, such as “In Progress”.
   Priority	Displays initiative priority. 1 indicates the highest level of priority.
   Original Due Date	Displays the first date by which initiatives were meant to be completed.
   Revised Due Date	Displays adjusted completion dates.
   Due Date	Displays the date by which initiatives must be completed.
   Percent completed	Displays completion status as a percentage.
   Effort	Display the cost (in work days) estimate for initiatives.
   Owner	Displays the employees assigned to initiatives.
   Associated to	Displays the objects with which the initiative is associated.
   Name	Displays the name of each initiative.
   Owner	Displays the name of the owner of the initiative.
   Due Date	Displays the expected completion date for the initiative.
   Revised Due Date	Display the last revised due date for the initiative.

4. Click Save.

5. Optional: Arrange the layout as follows:

   • Move columns by clicking the column header and dragging it to another location.

   • To sort data, double-click the column header.