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Executive Reports

Sometimes it makes a lot of sense to tell a story with the reporting data you have collected. This can be used to better illustrate a particular problem, to articulate a particular finding or just to better present data to those that consume it.

With so much data and reports in Radar Reporting there are many ways to group the data and use it to great effect. However, it usually means printing out a lot of different reports. It would be better to gather all that information and present it in the context of a single document. With that in mind, we have introduced the Executive Reports feature.

The Executive Report allows one to create a focused customized report with specific guidance around the data that is presently gleaned from the Radar database and its reports. Every report in Radar that has data is available for inclusion in the Executive Report.

The Executive Report is available in its own node under the name Exec Reports.

Multiple reports can be created and each focused on a particular data set. To get started select Create new report from this node.

You will be presented with a menu of options to create the customized text that will go into the report. First, enter the name of the report. It should reflect the focus of the report and the audience that the report is being created for.

The value of the report is in the findings that you can enter to highlight the story you are trying to convey. To aid in that process there are a number of text entry points where specific data can be added to the report.

It is VERY important that the data be reviewed prior to the creation of the report so that the summaries and findings are the right ones.

The next button allows you to then go through the locations where specific text can be added to the report. For any given section add the text that goes with the report and the data. There is default text that can be overwritten or maintained if desired.

For example, if the customer was trying to talk about adoption you may want to add text about adoption similar to below.

Finally, after all the text has been added you can add the reports that support the findings outlined in the document.

Since this one we are talking about refers to “Teams Adoption” select reports that make the most sense for the findings.

Now that the report is ready for creation at the bottom of the report selection is the Generate Report button which can now be used.

This is the only current location to create the report. Click on the Generate button to start the process of creating the PDF. Depending on the number of reports included it can take up to an hour for the report to be ready. Once it is created it is emailed to the user that created it.  To be reviewed at a later time the report can be accessed via the history button for the desired report.

Once the report is Generated it will appear in the main library of reports. From there it is a simple manner of downloading the report if needed.  If you hover over a report it will show the first page and some info.

There is also version control so if newer versions of the report are created you can refer to the older ones.

Radar excels at making data available to you when needed and this feature augments our user’s ability to present this data is more compelling ways.

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Updated on February 11, 2019

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