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New table templates in Reports

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Update by 
Cascade Team
  —   
November 28th, 2024

Spend less time configuring Reports, and more time making strategic decisions through the use of our new Discover table templates in Reports. With a quick plan and time horizon selector built into the configuration, our suggested tables get you started with useful data, filters, grouping, and column selections.

  • Strategy table: Best suited for summarizing your entire strategy, showing all goal layers from top to bottom for a particular plan and planning cycle

  • Goal Owners table: Best suited for team meetings or 1-1s, showing the progress and recent updates for the actions and measures owned by specific individuals

  • Measures table: Best suited for reviewing progress on the quantitative success criteria in your strategy, showing targets, actuals, and progress trends for the measures in your plan
  • Risks table: Best suited for regular risk reviews to get ahead of potential blockers to executing your strategy, highlighting the number of risks and risk details for goals in your plan
  • Start from scratch: add your own data sources, filters, and columns from a blank table

After selecting any template, customize it to your heart's content by adding or removing columns, adjusting your groupings, updating filters, or changing the view type to find the perfect table for you.