Whether you're a org-leader, team manager, or an EOS Implementer, it's imperative that you have the actionable data at your fingertips - Strety Reports does just that!
Strety Report allows you to view activity across all the Teams and People in Strety that you already have access to. You can even apply filters for team groupings and adjust the date range for even more customized insights.
How to Add Team or Date Range Filters
By default, we pull in every Team a user has access to into the report. You can filter the report to certain teams(s) and see data from a custom data range by leveraging the filters at the top of the report
Drilldown Into the Data
Each chart is enabled with drillldown, so if you want to see which Rocks are off-track or which meetings are ranking below an 8, click into the section of the chart and the table with filter accordingly:
To reset the drilldown, click Reset above the chart (top right)
Rocks
This report shows you a check-in summary of all rocks across all team spaces as well as a quarterly summary of all rocks from previous quarters. We've also added quick filters that allow you to gain actionable insights:
Last Checked in > 14 days: Rocks that do not have an updated status. Ping the owners and ask them to provide an update on these rocks!
Off Track > Check-Ins: Highlights Rocks that have be experiencing troubles - create an issue from these Rocks to IDS in your next meeting
Overdue: Rocks with Due Dates in the past. You can either update their due date or mark them as Missed or Completed and move them to the Archive
No Milestone: Rocks that could potentially be broken down further to improve likelihood of a successful completion
Click into any segment of the chart or the quick filters are an actionable drilldown table - allowing you to act directly from the report
Drilldown preview:
Teams Summary
This collection of reports allows you to filter by Team(s) and Date Range to see history of all completed Agendas, Rock Status, Issues by Team, & To Dos by Team - again, all with drilldown enabled. This report is the perfect place to assess who is using Strety & how often
Issues & To-Dos Added & Resolved
This pair of reports provides a week by week lookback at the specific Issues and To-Dos that were added and resolved; we added headers so you can see the items broken down by teams
To-Dos Currently Open
This report allows you to see every currently open To-Do, again, filterable by team and/or person, making it a quick & easy way to gauge how much any given team or individual has open on their plate
To Do Analysis
This report allows you to keep an eye on To Dos that can easily slip through the cracks; surfacing To Dos that are reassigned, have their due dates pushed out, have been open the longest, plus a summary of any To Dos that you yourself have assigned to other members
Annual Growth Plan
This clean read-out shows the linkage between your Annual Goals (found on your Company Vision) and any Contributing Rocks, allowing you to see the status of the Rocks most directly affecting your organization's top objectives
