Note: Creating and completing a Report needs the Administrator, Manager, Builder or Editor role.
Every client meeting follows the same cycle: you make a new Report, bring it up to date, present it, and complete it. Follow along with Dunder Mifflin, the sample client, or one of your own clients.
Templates and Reports
Your Report template is the structure every Report follows, and a Report is one client's copy of the template for one meeting. How Strategy Overview Fits Together covers where each Part's information comes from.
Clients and their Reports live in the Strategy module. The list on the left shows each client, the template they use, and their Reports underneath.
The cycle
Make a new Report for each meeting.
New Report: in the Strategy module, click the Add Report To Company icon, or use Add report to company on the Schedule. Carry over data from previous report starts it from where the last one left off, including the Assessment.
Set the date: set the Report Date to the day the meeting is scheduled, even if it's a best guess. You can change it any time before you complete the Report.
Prepare: fill out the Assessment, review the client's technology, Goals and Initiatives, then update your Text Parts and the executive summary.
Meet: click Present and walk the client through it in the meeting, or share a PDF.
Complete: after the meeting, change the status from Open to Completed.
Next time: create a new Report, and the cycle starts again.
What completing a Report does
Completing a Report freezes it as a record of that meeting. Every Part is saved as it stood, and the Report is disconnected from the template, so it can't be edited or reopened. Later changes in your modules don't affect it.
Important: There's no confirmation when you complete a Report, so finish your edits first.
Good to know
Creating a new Report completes any other Open Report for the same client on the same template.
The 4 newest Completed Reports per client and template stay Completed. Older ones are Archived.
Managing Your Reports covers deleting, batch creation and what to do when a Completed Report needs a change.
Common questions
What if I forgot to complete last quarter's Report?
Creating the new Report completes the old one for you, as long as both use the same template. Its snapshot is taken at that point, so check its date first.
Can I reopen a Completed Report?
You can't reopen a Completed Report. Create a new Report, carry the data over, and make your changes there.
Next: Capturing Business Goals