Overview

The reports in this area are predefined report containers only and must be populated with the template Actions, KPIs and Scorecards linked in the Executive Reporting 'Build' area. Organisations must purchase the Executive module in order to use this function.

  • Executive Report
  • Premium Executive Report
  • Performance Report
  • Board Scorecard Report
  • CEO's Report
  • Corporate Business Plan Progress Report
  • Corporate Business Plan Report


CEO’s Report

The CEO's Report is made up of a number of sections and is based on the selection of an Executive Reporting Period and a Reporting Year. It contains a Key Outcomes section, which displays the Goals and Outcomes of the organisation. It also displays all the executive Actions with Executive Comments for the selected Period grouped under Outcomes and Strategies.  For the Executive Action, the Name and Position of the person who entered the comment are displayed.  Finally, the CEO's Report contains a KPI Report selection, which displays the KPIs linked to the selected Executive Reporting Period, with a Graph and Table of targets and Actuals for the selected year.

  • STEP 1: To access this report, go to Reports > Executive Reporting and select the 'CEO's Report'.
  • STEP 2: Select the relevant criteria and click the 'Preview' button.

 

Sample Output



Board Scorecard Report

The Board Scorecard Report contains the Actions against which Business Highlights comments have been entered for a selected Executive Reporting Period. This makes up the CEO’s Summary section. As well as this, the report displays the scorecards linked to the same Executive Reporting Period.

  • STEP 1: To access this report, go to Reports > Executive Report and select the 'Board Scorecard Report'.
  • STEP 2: Select the relevant criteria and click the 'Preview' button.


Sample Output:


A few examples on how KPIs will show data based on standard Logistics:


Scenario

Date Range Filter

KPI Type

Last Completed Period according to the selected date range

1

From: 01-07-2015

To: 30-06-2016

Monthly

  1. Jun-2016

2

From: 01-07-2015

To: 09-11-2015

Monthly

  1. Oct-2015

3

From: 01-07-2015

To: 30-06-2016

 

Quarterly

  1. Apr-Jun 2016

4

From: 01-07-2015

To: 09-11-2015

 

Quarterly

Jul-Sep 2015

5

From: 01-07-2015

To: 30-06-2016

 

Half-Annual

  1. Jan-Jun 2016

6

From: 01-07-2015

To: 09-11-2015

 

Half-Annual

  1. No data (as it does not capture a 6 month period within the selected date range)

7

From: 01-07-2015

To: 31-12-2015

 

Half-Annual

  1. Jul-Dec 2015

  8

From: 01-07-2015

To: 30-06-2016

Annual

 Jul 2015 -Jun 2016

9

From: 01-07-2015

To: 09-11-2015

 

Annual

  1. No data (as it does not capture a one year period within the selected date range)

10

From: 01-07-2014

To: 09-11-2015

 

Annual

  1. Jul 2014 -Jun 2015


Corporate Business Plan Report

The Corporate Business Plan has an introduction made up of the Organisation’s Vision, Mission, and Core Values.  The next section consists of the details of actions linked to the Executive Report and Reporting Period under their applicable Goal, Outcome, and Strategy.  Goal KPIs for each Goal included are reported with all past period actuals and future period targets.

  • STEP 1: To access this report, go to Reports > Executive Reporting and select the 'Organisational Business Plan Report'.
  • STEP 2: Select the relevant criteria and click the 'Preview' button.


 Sample Output



Executive Report

The Executive Report is generated based on the selection of Executive Reporting Period and executive report which was built by the user. It displays all the Actions which have been added to the executive report (along with Executive Comments) for the selected Period and sorts the actions in ascending order of the action number. Tasks are displayed in ascending order of task start date


To access this report,

  • STEP 1: Go to Reports > Executive Reporting and select the 'Executive Report'.
  • STEP 2: Select the relevant criteria and click the 'Preview' button.


The filters available to sort the data are:

Filters

Description

Default Selection

Executive Report

Select the executive Report

The report which has been selected under the build area

Hierarchy type

Select the hierarchy type from the drop-down list

Org Hierarchy

Hierarchy level

Select the hierarchy level

NULL

Generates for the root hierarchy

Hierarchy Node

Select the Business Unit from the drop-down list.

NULL

Generates for the root hierarchy

Action Filter

Select the action filter from the drop-down list

Show All

Action Comment Type

Select the Type of action comment from the drop-down menu

None

KPI Trend Display

Select the method (Arrow/Line) to display the KPI trend

Arrow

KPI Comment Type

Select the type of KPI comment to be included in the report

None

Show Filter page

Tick the option to include the page that displays the filter selection

Ticked OFF

Show Overview

Tick the option to include the Overview

Ticked OFF

Show Commentary

Tick the option to include the Commentary

Ticked OFF

Show Executive Comments

Tick the option to include the Executive Comments

Ticked OFF

Show Business Highlights

Tick the option to include the Business Highlights

Ticked OFF

Show Strategic Priority Summary

Select this tick box to include Strategic Priority Summary

Ticked OFF

Show Action Summary

Tick the option to include the Action Summary

Ticked OFF

Show KPI Summary

Tick the option to have KPI summary included in the report

Ticked OFF

Show Scorecard Summary

Tick the option to include the Scorecard Summary

Ticked OFF

Show Business Highlights

Tick the option to include the Business Highlights

Ticked OFF

Show Financials

Tick the option to include the Financial Summary

Ticked OFF

Show KPI Period Related Data

Tick the option to add KPI period related data

Ticked OFF

 

Sample Output


 

 

Corporate Business Plan Progress Report

The Corporate Business Plan Progress Report includes actions linked to the Executive Report and Reporting Period under their applicable Goal, Outcome, and Strategy. Each action has executive comments, responsible person and status linked to it.

  • STEP 1: To access this report, go to Reports > Executive Reporting and select the 'Corporate Business Plan Progress Report'.
  • STEP 2: Select the relevant criteria and click the 'Preview' button.

 

Sample Output

Performance Report

The Performance Report is made up of a number of sections and is based on the selection of an Executive Reporting Period and a Directorate. It contains the Organisational Plan Action Summary, which displays the Actions which have been linked to the selected Period, and which have the 'Council Plan' tick box on the regular Action screen checked.


For each of these Organisational Plan Actions, Executive Comments and Outcome Number are displayed, as well as the YTD Target % Complete, and the Actual YTD % Complete. This section is grouped by Business Unit.


The report has a Business Plan Reporting section, which contains Actions which have been linked to the selected Period and are under the selected Directorate.  For each of these Actions, Executive Comments are displayed, as well as the YTD Target % Complete, the Actual YTD % Complete, Weighting given to it and the Score, which is calculated using Target, Actual and Weighting. This section is grouped under the Business Units linked to the selected Directorate.


Finally, the Directorate Performance Report contains a KPI section, which displays the KPIs linked to the Business Units under the selected Directorate, Annual and YTD Targets, YTD Actuals and any comments made against the KPI. This section is displayed after the Business Planning section for each Business Unit with linked KPIs.

  • STEP 1: To access this report, go to Reports > Executive Reporting and select the 'Performance Report'.
  • STEP 2: Select the relevant criteria and click the 'Preview' button.


Sample Output


Premium Executive Report

The PREMIUM Executive Report is an executive report with all the areas you need to effectively report to key stakeholders including Budget, Actions, KPIs and/ or Scorecards at a summarized or detailed level.

Benefits:

  • Ability to choose content of report via executive reporting area of cammsstrategy®
  • Option to choose which sections are included in the report including summary and / or detailed information

 

Sample Output 1 - Summary Scorecard


 

 

 

 

 

 

 

 

Sample Output 2 - Action Progress


 

Sample Output 3 - Budget


 

Sample Output 4 - Business Highlights


 

 

 

Sample Output 5 - KPI Detail


 

Sample Output 6 - Action Detail