Reports

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Creating Reports

Vistaly’s outcome-oriented reports support creating executive or team-level reports for showing progess. Add either measurement card type from across any workspace and see how any team’s actions influence the metrics and goals that matter.

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Adding a New Report

1. Click the Add new report button
2. Enter a name for your report

Report Levels:

• Team-level reports: Focus on individual trios or squads
• Company-level reports: Track progress across multiple trios or squads

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Working with KPIs (Perisistant)

The top section of your report displays metrics. These can be (but are not limited to):

• Business-level “board metrics” for company reports
• Key engagement metrics for team-level reports

To add metrics:

1. Click Adjust KPIs
2. Select one or more metrics from any workspace

Important Features:

• Reports exist across all workspaces, allowing you to combine KPIs from different areas of the business
• Use the sort feature to customize the order of displayed KPIs

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Working with Outcomes (Time-bound)

The bottom section of your report showcases outcomes:

1. Click Adjust Outcomes
2. Select one or more outcomes from any workspace

After adding an outcome, the report automatically:

• Displays related opportunities and solutions
• Groups items by Now, Next, Later, and Done categories
• Shows solution completion points on the timeline with pins

This visualization helps you identify correlations between actions taken and their impact.

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Customization and Editing

Timeline Planning:

• Set future end dates for solutions to display projected completion points

Inline Editing:

• Hover over any value to make quick changes directly in the report view
• Dates, values, and units can all be modified inline

This feature allows for efficient report management without navigating to other views.

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Auto Updating Metrics

The outcome section of the reports page is designed to show teams how their work is impacting outcomes. It’s helpful if you have consistent snapshots of your data to see how outcomes change over time. To help you create that consistent snapshot, Vistaly offers API integrations with BI and analytics tools to pull updates on a regular basis (weekly typically gets the job done).

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Low Data Environments

Reports can still be useful for communicating an outcome-oriented roadmap if you are working in a low data environment. See these tips if you’re operating in a low data environment.