Overview

By generating reports, you can share visual representations of data with stakeholders.

Capability Summary Report

The capability summary report shows data about each capability at the given capability level for the selected nodes (Organizations, Systems, or Teams), but aggregates all of the nodes into one view. It is useful to have a streamlined at-a-glance view that summarizes where the selected group is at in their Path to Agility.

Capability Detail Report

The Capability Detail report shows each capability at the given capability level for the selected nodes, displaying each capability score for each node within an Agile Outcome. It also displays trends for each score, which is another difference from the Capability Summary report above. It can be used to dig deeper into trends between teams within an organization, and surface systematic issues that may be present.

Assessment Summary Report

The Assessment Summary report is intended for a single node (Organization, System, or Team) to export for their team that lists all capabilities, sorted by P2A Index, and their descriptions, acceptance criteria, and any Action Items or notes that the team has added. It is beneficial to export it after an assessment, so that team members that might not be within the tool can still read through where the team is at currently.

Notes Report

The Notes report exports all notes on a specific level of capabilities (organization, system, or team) for a selected set of nodes (organizations, systems, or teams). It is useful to identify trends of impediments between teams. This report is unique from the others, as it exports to a CSV file, which begins downloading when the report is generated.

Key User Interface Elements

These reports can be found under the Analyze menu in the main navigation.

Configuration

View Data For

Once you've clicked on a report type, use the "View Data For..." selector to choose from the available options:

Select Individual Items

Then "Select" the individual items to be included in the report and then click "Confirm Selection"

Select Data Range

Report configurations default to "Most Recent Data".

Choose a Custom Date Range to override the default:

Generate Report

Click "Generate" to generate the report based on the settings.

A report preview will be created. Scroll through pages, zoom in, etc. In the case that you have selected more than 50 nodes to use within the report, there will instead be a link to open the report instead of the preview.

Download Report

Use the download function to save the report locally.