1. Select the reporting period
Use period filters to align exports with board packs, monthly business reviews, and quarterly planning cycles.
OKRs · Reports
Reporting and export workflow
This deep dive helps operators produce consistent OKR reporting for leadership and board review using health metrics, PDF reports, and CSV exports.
2. Use health metrics for narrative
Start with health dashboard signals: overall score, at-risk count, confidence trends, and check-in compliance.
3. Export the right format
Use PDF for board-ready summaries and CSV when finance/ops teams need raw data for deeper analysis.
4. Convert report to action
For declining or stalled objectives, assign follow-up owners and expected recovery milestones before the next cycle.
Board reporting checklist
- Include top at-risk objectives with owner and recovery action.
- Show confidence trend direction, not only point-in-time score.
- Summarize check-in compliance to highlight data reliability.
- Capture decisions made from the report and link to follow-up actions.
Related board software topics
Use these pages to connect this workflow to broader board portal, meeting software, decision tracking, and governance requirements.
Understand where each guide workflow fits in a full board portal implementation.
See how agenda, invites, and minutes processes map to board meeting software needs.
Connect guide playbooks to decision ownership and execution tracking.
Review governance and compliance expectations tied to board operations.