Trajectors

Data & workplace / Management reporting and report design

Build the report for Friday’s meeting.

Bring sprint progress, service queues or invoice balances into one report. Choose the measures, arrange the sections and print the current figures.

Choose a Management reports view

Company management report

Sample workspace
Inspect the Management reports screen Full size ↗
Management report showing people, learning, service and finance measures.
Management reads the measures it can access and opens the department that owns each figure.

Edit the management report

Sample workspace
Inspect the Management reports screen Full size ↗
Management report editor showing a source library, configurable report sections and width settings.
The development review brings open sprint work, items in review and the whole project board into one report section.

How the work moves

  1. Choose the agenda

    Start with a company review, a service briefing or a development review. Each template offers the modules you can open.

  2. Lay out the report

    Drag a source onto the page. Choose the measures, write a section heading and set its width. Use a row of key figures or a list for more detailed comparisons.

  3. Follow up in the meeting

    Reopen the saved layout to read the latest figures. Follow a section into its source module, or print a dated copy for the meeting.