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Planning

New Reporting Options

CSV Export for Assessment Cycle Dashboard

We know you’re likely looking ahead at an end-of-cycle assessment reporting deadline, and we hope you’re already enjoying the benefits of the Planning Intelligence progress-monitoring dashboard.

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To make the dashboard even more helpful in identifying units overdue for reporting deadlines, we have added a CSV export of missing items at the unit level for each phase of the assessment cycle.

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New Providing Department & Responsible Users Report Filter Options

We also added selector functionality to the report filters for providing department and responsible users. This will allow you to easily create reports that are filtered by department and/or responsible user for customized views.

Happy reporting!

The Planning Team