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Reports

About

The Reports page is used for downloading or emailing a variety of reports as well as data sets which can be used in external reporting tools. Some of these reports are specific to objects that you own or manage, while the others (e.g., SQLite) are only restricted by access controls.

Where to find

The Reports Page is found by clicking Reports in the Dashboards tab on the Left-Hand Menu.

Dashboard Left Hand Menu NAV

Basic Report Options

Our basic reports include the objects that your accounts own allow you to include or exclude the following: Blocks, Closed Blocks, Metrics and Risks. If you don’t own any objects, these options will be disabled.

These reports can be downloaded locally or sent to your account’s email address.

Reports Include

Download Database

You can download a SQLite database of your entire StrategyBlocks company. This will download as a .db file which you can then restore as a database in your SQL client.

Metrics Reports

This function allows you to download a CSV file of all the metrics in your company. You can limit it by: focus area, parent block, or date range.

metrics download screen shot