Overview

You can use Reports (formerly Lists) to build a custom report of items and share it with others. You can easily prepare reports or show specific information on your OKR review meeting.

You can create lists of objectives, key results, tasks, employees, and teams.

EXAMPLE: Following are some examples of the reports that you can create:

  • Key results that have not been updated over the past 3 weeks

  • OKRs of the executive team and its members

  • OKRs with progress between 10% and 40%


Access Lists

To access your reports, perform the following:

  1. In the navigation pane, click Lists->All Lists.


    All Lists page appears. On this page, you can see all the reports that you have created and all the reports that have been shared with you.

  2. To filter the list of Reports, use the selector in the toolbar.


Create Reports

Perform the following:

  1. In the main navigation, click Lists.

  2. On the upper-right corner locate and click Create list.

  3. A Draft will be created

  4. Choose your filter criteria.
    The filters are applied instantly.


Edit the title of a List

Perform the following:

  1. In the navigation pane, select the List whose title you want to change.

  2. In the upper-left corner, click the title of the List.

  3. Overwrite the title, by entering the new one.


Edit the filters of Lists

Perform the following:

  1. In the navigation pane, click the List that you want to edit.

  2. Edit the filters as in the procedure above.
    The filters are applied instantly.


Sort Lists

Perform the following:

  1. To sort a List, in the toolbar, click Sorting.

  2. Use the dropdown box to select the required sorting criteria.

  3. For each sorting criterion, choose the sorting type.
    For example, Ascending or Descending.


Edit the columns of the Lists

Perform the following:

  1. To organize the columns in a List in the toolbar, click Columns.

  2. Under Available columns, select or deselect the columns that you want to display or hide.

  3. Under Selected columns, use drag-and-drop to sort the order of display of the columns.


Share Lists

You can change who has access to your Lists. By default, all lists that you create are private and only you can access them.

To change the privacy and the permissions for a list, perform the following:

  1. In the upper-right corner of the page where is says Private, expand the selector.

  2. In the dropdown box, select one of the following:
    Private. Only you can access, Restricted. Only invited people, Everyone can access, Everyone can edit.

  3. If you have selected to restrict the list, an input field appears where you can invite other users.
    The list will appear in their navigation pane, under Lists.


Clone Lists

All users can clone a Report if they can see it. Cloning can save you time from entering the same information repeatedly.

EXAMPLE: You want to have Lists of all the OKRs each team has to complete this month. You can create one List, clone it, and then, in the filters, change the Owner, instead of manually creating separate Lists for each team.

To clone a List, perform the following:

  1. In the navigation pane, click the List that you want to clone.

  2. In the upper-left corner, expand the menu next to the List's title.

  3. Click Clone.


Delete Lists

Users can delete only the List they have created.

To delete a List, perform the following:

  1. In the navigation pane, select the List that you want to delete.

  2. In the upper-left corner, expand the menu next to the List title.

  3. Click Delete.

  4. Confirm the deletion.

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