How to enable reports under strategy settings in Profit.co?

Category: General

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.

Step 1

Navigate to Settings → Strategy→ Reports from the left navigation panel.

In the Reports page, enable the following toggles.

  • Initiative Overview
  • Initiative Performance
  • Financial Performance

Step 2

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.

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To learn more about the process of sorting initiatives click here.

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