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User Guide: OKRs
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Process report
Process report

Learn how effectively your organization is at running the OKRs process using the Process report

Neli Ivanova avatar
Written by Neli Ivanova
Updated over a week ago

Overview

Quantive Results process reports provide insights that describe how effectively your organization is at running the OKRs process.

Prerequisites

To be able to view the report, you must be an administrator or have the Data role.

View the report

To view the process report, in the navigation pane, click Reports and click Process report.

The report opens. It contains the following:

  • Total number of objectives and Total number of key results

  • Number of manual vs dynamic key results

  • Key result updates by week (updated vs not updated)
    The activity displayed is over a trailing 12-month period.
    Hover over a bar to see the number of key results updated vs not updated. The graph includes automated updates (counted as 1 for the time period even if there are automated updates every hour)

  • People without objectives, without key results and without tasks
    Click the envelop to send an email to the employee.

  • People without Ownership and Objectives without KRs
    Click the envelop to send an email to the objective owner.

  • Objectives with too few KRs

    The objectives that have 1 or less Key Results. Click the envelop to send an email to the KR owner.

  • List of Objectives with too many KRs – 5 or more.

    Click the envelop to send an email to the objective owner.

Filter the report

You can filter your report by the following:

  • Teams and People
    To do this, click Filters, on Team and People select one or more teams

  • Session
    To do this, click Filters, and select one or more sessions

Customize the progress report

The progress report is an insightboard with predefined insights.

You can customize it by cloning it.

To do this, perform the following:

  1. In the navigation pane, expand Reports and click Process report.

  2. Expand the ellipses menu next to Process report on the upper-left corner

    and click Clone.

  3. Adjust permissions if needed by choosing custom or visible for everyone.

  4. Add a user, team or a role by +Select from list option.

  5. Click on Clone Insightboard.

  6. Next you are automatically taken to the insightboard page where your new cloned insightboard labeled "Process report clone" now lives.

  7. You can edit the insightboard and its insights by clicking the edit option on the top

    right of the screen or by pressing "E" on your keyboard.

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