Report Types

Envisio offers 3 report types to allow you to generate the information you need in a format that is easy to digest for the end-user.

Progress Report: The Progress Report shows the status, progress, plan updates and measure results of your plan elements by a user's owned, contributed, or observed items; or by department, category, or plan structure. Click here to view an example of a progress report.

Tabular Report: Data that is organized in rows and columns can be visually appealing as it's easy to understand and it provides a quick way to spot anomalies. This will be an ideal report for internal meetings. Users can customize their tabular report by selecting from the fields provided. This format works best when the length of the information displayed in the cell is concise. Click here to view an example of a tabular report.

Multi Plan Report: System administrators and plan owners with more than one plan, regardless of mode, will have access to the Multi Plan report type when creating reports. The report is very similar to the tabular report, though includes a Plan Summary page to summarize results across multiple plans. By default, multi plan reports will display a progress summary at the top, followed by tabular data from the lowest level of your plan, and be grouped by plan name. Click here to view an example of a multi-plan report.

To learn more about using these report types in the process of creating a new report, please review our How To: Create Reports article.