Reporting Dates

Who has Access: Plan Owners and System Administrators

The Reporting Date is the deadline for when you want all staff members to enter their progress updates for items they own or contribute to in the software. All the reporting date does is to trigger email notifications to owners and contributors that updates are due. Reporting dates do not affect any other aspects. In the event that you would like to adjust or add new Reporting Dates Envisio easily allows System Admins and Plan Owners to accomplish this. We encourage a monthly reporting cadence so that users get into the routine of providing progress updates on a regular basis. 

To Add Reporting Dates:

Step 1: Expand the menu and navigate to the Plans Settings page by clicking on Settings (cog icon) at the top right corner of the plans section.

 Step 2: Use the drop-down menu at the top of the page to select the correct plan, and then click the Reporting Dates tab.

Step 3: Click on Default Sequence to configure a structured sequence of reporting due dates and notifications, or click on Add Reporting Date to manually configure dates.

Default Sequence

The Default Sequence page allows you to configure automatically generated (ongoing) dates for your reporting periods over time; this enables you to set an automated reporting cadence for your organization. You can also define due dates per plan level and their respective notification settings to ensure your users are notified well in advance of update due dates.

Note that days in this screen excludes weekends and holidays, and only considers working business days.

Due to the cascading nature of Envisio plans, due dates are configured for each level of your plan. As the system is designed to allow for roll-up reporting, owners of lowest level elements should provide their updates first, so that owners of mid-level plan elements can review and rely on those lower level updates as they develop their summary updates at the mid-level. This is why the notification and due dates at the mid-level are configured to be a date after the notification and due dates for the lower level. The same is true with upper level updates; they are last to be made.

When you modify the overall reporting period end-date it will automatically modify the notification and due dates at all three levels so that all updates are in by that date. To modify any of these dates, start with modifying the reporting period end date. 

NOTE: Please review article: Update Grace Period in Reporting Dates to learn more about this feature.

 

Modifying Reporting Dates

When using the Default Sequence, Envisio will populate the next 10 reporting periods after you save your sequence, and will continue to populate as each reporting period end date passes. 

This summary page will display the Reporting Period's Start and End Dates, as well as when notifications and due dates are configured for each plan level. Each date herein can be manually edited, or you can delete an entire reporting period using the trash can icon at far right.

Note: The next reporting period MUST start on the day after the last reporting period ends. This is why you are not able to change the start date for the next reporting period on the next set of reporting dates.

What are the checks for?

If your organization intentionally does not update certain levels of a plan, or if certain plan levels do not follow the same cadence as others, you can turn off notifications for a certain level completely, or for a particular reporting period by de-selecting the check next to the plan level or the particular notification/due date pair.  For example, if you want to report on Actions and Objectives on a monthly cadence, but Strategic Goal updates will only be completed quarterly, you could remove the monthly checks for Strategic Goals, leaving only quarterly checkmarks there.