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How to use the Strategy & Performance dashboards, reports and exports

Short answer: Open Reports and choose Generate report on a strategy report (Strategic plan, Strategy on a page, Strategy map, Executive strategy, Objectives, KPI scorecard, Performance, Initiative portfolio, Outcome realization, Alignment, Strategy-to-execution traceability). More → Dashboards has views for six roles. Exports are in Excel or CSV.

Verified for PVology 0.49.0 · updated 2026-10-11

When to use this

You need to report on the strategy or follow it at a glance.

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