How to enable reports under strategy settings in Profit.co?
Profit.co allows you to enable reports under strategy settings via the following steps.
Why this feature?
- Users can now generate reports based on the progress of the Initiatives in Profit. Co.
- Users can get reports on Initiative Overview, Initiative Performance, and Financial Performance via Settings.
Note: Only Super Users can enable the Reports menu and need to enable the Initiatives toggle via Settings → Strategy→ Initiatives, before you enable Reports.
Navigate to Settings → Strategy→ Reports from the left navigation panel.
In the Reports page, enable the following toggles.
- Initiative Overview
- Initiative Performance
- Financial Performance
Once you enable the toggle, based on the progress that you made with Initiative, the reports will be generated.
Note: Navigate to Strategy → Reports to access the Initiative Overview, Initiative Performance, and Financial Performance dashboards and reports.
Related Answer Post
To learn more about the process of sorting initiatives click here.