Reports are historical records of your client engagements. Each Report has a date, which should be the date you plan to meet with your client (or the date the meeting actually happens). This date matters because Reports show up in the Schedule Module, giving you a timeline view of all your upcoming and past client engagements. Sometimes you'll need to adjust the date before completing a Report if the meeting gets rescheduled.
Reports also make it possible to track Health Scores over time. Because each completed Report captures a snapshot of where the client stood at that point, Dashboard Widgets can chart Health Score trends across Reports, showing whether a client's environment is improving, declining, or staying flat. This is one of the most powerful ways to demonstrate ongoing value to your clients.
Report lifecycle
A Report is either Open or Completed. Open Reports are active and editable. When you're done with a Report, you mark it as Completed, which locks it. Completed Reports can't be reopened since they serve as a historical record of what was discussed and decided at that point in time. After a few newer Reports are completed, older ones move into an archive.
If you have an open Report you no longer need, you can delete it.
Deleting and restoring Reports
When you delete a Report, it moves to the Trash instead of being removed right away. From there you can restore it or delete it permanently. Deleted Reports stay in Trash for 30 days, then they're removed automatically.
Plans work the same way: a deleted Plan moves to Trash, where you can restore it or delete it permanently.
Creating multiple Reports at once
Instead of creating Reports one Company at a time, you can create them in batch:
Click the Add Report icon next to any Company in the Strategy Module
In the "Add new Report" form, enable the Create multiple Reports toggle
Select your target Template
Set the Report date (all new Reports will share the same date)
Choose the User type (which User appears at the top of each Report)
Use the Filters to narrow down your Company List if needed
Check the boxes next to the Companies you want to create Reports for
Click Create
Migrating data from another Template
When creating batch Reports, you have the option to migrate data from another Template. When enabled, Assessment data transfers from the old Template to the new one. All other Parts come from the target Template. Leave this off if you're creating new Reports within the same Template (the system will close the previous Report and open a new one automatically).
Making changes to a completed Report
Completed Reports are locked. You can't edit or reopen them, and there's no version button. To make changes, create a new Report and bring the completed Report's data forward:
Create a new Report for the client
Migrate the data from the completed Report so the new one starts where it left off
Update the date on the new Report
Make your changes there
Optionally delete the older Report if you no longer need it
Keeping Reports in sync with your Template
Over time, individual Reports can drift from your Template as Parts are added, removed, or reconfigured. Strategy Overview gives you tools to bring them back in line:
Apply changes to all drafts: from the Template level, this pushes your current Template Settings to every open draft Report. Use this after making Template improvements you want applied broadly. This can take a few minutes if you have many drafts.
Apply to current Report: from within a single Report, pulls the latest Template Settings into just that Report without affecting others.
Append from Template: adds any Template Parts that are missing from a Report without removing custom Parts that were added manually.
Reset from Template: reverts the Report's Part structure to match the Template exactly. Use this with caution, as it removes any custom Parts that aren't in the Template.