Progress Reports summarize a group's progress and performance since the previous Check-in. A group's members will automatically receive these reports, as well as anyone who has favorited that group. You can choose to receive these reports via email and/or Slack.
They offer an actionable snapshot of the health of a group’s KPIs, progress on OKRs, and they highlight recent updates. That's a ton of succinct information, all delivered straight to your inbox and/or Slack channel.
In this article:
What's included in a Progress Report?
KPIs: In terms of their health, does something need your attention or does everything look good?
Active OKRs: Aggregate progress on all active OKRs so you can quickly get an overview.
Objectives: Check on the status (eg. "off track") and weekly change in progress.
Updates: A brief look at what's new with your Key Results and Initiatives.
Reflections: Share challenges and wins with your team and resolve blockers by taking action early via Reflections.
Our new streak badges celebrate and reward those that make it a habit to Check-in regularly:
View an example Weekly progress report.
How to enable Progress Reports?
Superadmins can turn on Progress Reports from Configure > General tab > Notifications (or click here). From there, you can adjust the day and time that the emails will be sent.
Note that Progress Reports must be enabled for the Company for anyone to be able to receive them.
Once enabled for the Company, you can toggle them on or off on an individual level. Go to Personal Settings (top-right corner of your screen) > Notifications tab > Send me a... (or click here):
Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email email@example.com.