Administer > Administer ITBA > System Administrator > Notifications - Entity Report

Notifications - Entity Report

You use the Entity Report to view the changes to the values or states of the ITBA entities.

You can schedule to automatically generate the Entity Report for selected Scorecards, Perspectives, Objectives, KPIs, Metrics, KPI Breakdowns, and Metric Breakdowns and to send selected users email notification that include the Entity Report.

ClosedTo access:

Click ADMIN > Notifications > Entity Reports.

ClosedThe Entity report

You can configure a single report for more than one entity.

If you select to display the Scorecards, Perspectives, or Objectives entities in the report, all the children entities under the selected entities are also displayed in the report. If you select KPIs or Metrics, their Breakdowns are also displayed in the report.

The report displays both the current status and the change in status for the last closed period (not since the last time the report was scheduled). For example, you create a daily scheduled report for a monthly KPI. The report shows the KPI current value, the trend that compares the current value and the value for the last closed period (previous month), the status, the last calculation time, and the KPI threshold.

You can schedule to send the report every day, week, or month at a specific time.

The report displays the following information:

Entity
Type		 Name
of
Entity		 Current
Status
of Entity 		Current
Value
of Entity 		Current
Score
of Entity		 Trend Last
Calculation
Date		 Entity
Children
Data
Scorecard V - - - - - V
Perspective V - - - - - V
Objective V V - V V V V
KPI V V V - V V By choice
KPI Breakdown V V V - V V By choice
Metric V - V - V V By choice
Metric Breakdown V - V - V V By choice

ClosedConfigure the Notification settings

Before you can create and schedule Entity Reports, you must configure the email settings in ADMIN > Settings > Foundation. For details, see Settings - Foundation.

ClosedCreate an Entity Report

You want to get a scheduled report on the current status (value, status, trend ) of specific entities. Depending on your permissions:

  1. Log into ITBA.
  2. Click ADMIN > Notifications > Entity Reports.
  3. Click New to create a new notification.
  4. In the New Notification dialog that appears, select Entity Report, and enter the notification name, description, select the relevant entities from the entities list, set the scheduling time when the report is to run, select the relevant recipients, select the Active notification status, and test the report or save.

ClosedAdd recipients to an Entity Report

You have scheduled an entity report and the report is sent according to schedule to a list of specific emails. You want to schedule the same report to be sent to other emails:

  1. Click ADMIN > Notifications > Entity Reports.
  2. Select the relevant entity report, and click Edit.
  3. In the Edit Notification dialog that appears, select the Recipients, test the report, or save.

ClosedEntity Reports page

User interface elements are described below (when relevant, unlabeled elements are shown in angle brackets):

UI Element

Description
New Click to create a new report. The New Entity Report dialog box opens. For details, see New/Edit Entity Report dialog box.
Edit Click to edit the selected report. The Edit Entity Report dialog box opens. For details, see New/Edit Entity Report dialog box.
Duplicate Click to duplicate the selected report. The select report opens in the Edit Entity Report dialog box. Modify the report and save.
Delete Click to delete the selected report.
Report Name The name of the report.
Description The description of the report.
Recipients

The recipients of the scheduled report.

Scheduler

 The date and time when the report is scheduled to run.
Status Active if the notification is activated or Inactive if the notification is deactivated.
Test report Click to test the report.

ClosedNew/Edit Entity Report dialog box

User interface elements are described below (when relevant, unlabeled elements are shown in angle brackets):

UI Element

Description

Report Name

The name of the report.
Description The description of the report.
Entities

The list of selected entities.

Click Browse to select the relevant entities.

Select the relevant entities in the tree in the left side and use the arrows to move the entities to the Selected Entities area.

Note If you select an Objective, and all its KPIs are moved to the selected panel, you can then remove some of these KPIs by selecting them in the Selected Entities area and using the back arrow.
Recipients

Select the recipients of the scheduled email. You can enter additional emails separated by commas (,) or click Browse to select more recipients.

Select the relevant recipients in the left side area and use the arrows to move the recipients to the Selected Recipients area.

You can also use the search feature.

You can also deselect recipients by removing them from the Selected Recipients area using the back arrow.

Schedule

Select to send an email to the selected recipients once a Daily, Weekly, or Monthly, at a specific time (24 hours format).

Click Add to add more schedules.
Notification status Select Active to activate the notification or Inactive to deactivate the notification.
Test report

Click to test the report.

  • The test report is as follows for Objectives and Scorecards:

    The report displays the tree of child items of the selected item. For each item in the tree, you can see the entity type (icon), the name of the entity, the current value, the current period, the current status, the current trend, the last calculation period, and the value during the previous period.

  • The test report is as follows for a KPI:

    The report displays the entity type (icon), the name of the entity, and the current period, the current value, the threshold, the current status, the current trend, the last period, and the value during the last period.

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