Reports

The Balanced Scorecard tool becomes the source of queries used for monitoring the application of strategies, whether for simple queries or for business presentations.

Some reports are available and generated in HTML format, so they can be exported to other applications, such as Word®, Excel®, etc. They can also be viewed in a browser and printed.

The reports are related to the strategies. These reports are always generated in the BSC site directory.

Always save the parameters after you set them, prior to generating the report.

Select strategy, Tools folder, Reports. The reports available are:

• Strategy Report

This report describes in one table the strategy adopted. It shows:

• Perspective
• Objectives
• Indicators
• Goals
• Initiatives
• Task Report

This report presents the tasks per time-frame and per people in charge of collections (parameters to be entered). It shows:

• Employee
• Initiative
• Tasks
• Status
• % Completed
• Indicators Report

This report presents the status of all indicators of objectives and perspectives, by comparing the accomplished with the Target (Stipulated Goal) in an established period, showing:

• Perspective
• Objective
• Indicator
• Goal
• Accomplished
• Action Plan Report

This report shows existing tasks in the 5W2H analysis format. It enables you to monitor the execution progress of tasks associated to initiatives.

 

The following information is shown:

• What: The task itself.
• When: Task deadline.
• Who: Person in charge of task.
• To Whom: The Location or To Whom (entered in Task Location).
• How: How to do it.
• How Much: Task costs.
• Why: The reason for task.