Customizing Initiative Status Reports

Select the initiative data to display or conceal.

Table 13. Initiative Report Options

Option

Description

Group by associated object type

Group initiatives of the same type together.

Show trend view as default

Display tracking information such as percentage complete and status.

Name

Display initiative names

Status symbol

Use performance indicators representing initiative status.

Start Date

Display when initiatives start.

Completion date

Display completion dates.

Cost

Display the dollar cost.

Creator

Identify the employees who created initiatives.

Status

Display the current status, such as “In Progress”.

Priority

Display initiative priority (1 is the highest).

Original Due Date

Display the first date by which initiatives were meant to be completed.

Revised Due Date

Display adjusted completion dates.

Due Date

Display the date by which initiatives must be completed.

Percent completed

Display completion status as a percentage.

Effort

Display the number of work days required.

Owner

Display the assigned employees.

Associated to

Display the objects with which the initiative is associated.

Owner

Displays initiative owners.

Due Date

Displays the expected completion date.

Revised Due Date

Displays the last revised due date.