Note: Completing a Report needs the Administrator, Manager, Builder or Editor role. Ticking Internal on a Part needs Administrator, Manager or Builder.
In the meeting, the Report is your agenda. You walk the client through the Report in Present, then send them the PDF.
The three modes
Build: where you prepare the Report.
Present: one Part on screen at a time, for the meeting.
Display: the whole Report as one document, laid out the way it prints.
Each mode shows only the Parts ticked for that mode, using the Build Mode, Presentation Mode and Display Mode checkboxes on each Part. Configure the Report covers setting them in your template.
Presenting in the meeting
Open the client's Report and click Present.
Pick a Part from the left-hand menu, which lists the Parts ticked for Presentation Mode, in order.
Click Build Mode or Back when you're done.
To add or drop a Part without leaving Present, click Parts in the left-hand menu and tick or untick the Part.
The Focus view for Initiatives
The Initiatives Part on a Report has four views: Card, Board, List and Focus. Click Focus at the top of the Initiatives Part to show one Initiative at a time, with its date, budget, summary and next steps.
Focus follows the same order as the Card view. Step through with the arrows on either side of List:, or with the left and right arrow keys. List: shows where you are and opens a list to jump to any Initiative. Press Esc to leave Focus, which puts the Initiatives Part back in the List view.
Your browser remembers which view of the Initiatives Part you picked, separately for Build, Present and Display. Switch to Focus in Present before the meeting, on the computer you'll present from.
Display, Print and PDF
In Display, a Part with nothing in it is left out, and Parts in the left-hand menu marks that Part Blank.
Print and PDF, in the Report's top menu, both produce a PDF from the Parts ticked for Display Mode and the columns set to show in Display.
Print: opens Display, then your browser's print window, where you can print or save a PDF.
PDF: builds a PDF file of the Report in a new browser tab. It leaves out the Dashboard, Goals and Proposals Parts, so use Print when you need those in the file.
Page size, orientation and margins come from the Report template. In Settings > Templates > Strategy, an Administrator, Manager or Builder opens the template and goes to Report Settings to set Page Size, Page Orientation and the four margins. Print and PDF both use them.
PDF builds the file in Strategy Overview, so your browser's print settings don't change it, and every page of the file is numbered.
With Print, your browser's print window has the final say. Pick Save as PDF as the destination rather than Microsoft Print to PDF, which can turn landscape pages sideways, and turn on Headers and Footers for page numbers.
What Internal does on a Part
Internal hides a Part from client users, the people who sign in with the External Client - Editor or External Client - Read Only role. Internal doesn't hide a Part from your own team, so an Internal Part still shows when you present and in the PDF. To keep a Part out of the meeting, untick Presentation Mode on that Part. To keep it out of the PDF, untick Display Mode.
After the meeting
Check that the Report Date matches the day you met. The date can only be changed while the Report is Open.
Send the client the PDF.
Change the status from Open to Completed. The Report Cycle covers what completing a Report does.
After the Report is Completed, your team keeps working in the modules. Update the client's Initiatives and Goals as the work moves, and those updates are already in place when you create the next Report.