KPI Management Report Creator
Your KPIs. Your reports. Created on demand.
Build management reports directly from the Presto KPI Dashboard. Bring relevant KPIs together, organize them into a report, and assign the people who need to see it, without waiting for someone else to prepare it.
Management reporting, in your hands.
Turn the KPIs you already manage into useful reports for operational reviews, team meetings and management discussions.
Bring KPIs together
Link relevant KPIs to a management report rather than reviewing each KPI separately.
Create your own reports
Define a report title, description and logo or visual identity from the dashboard.
Assign viewers
Choose who should be able to access each report and make it available to your team.
From KPI dashboard to management report.
The screenshots below come from the feature walkthrough shared with the core user group.
Open Management Reports from the KPI Dashboard
On the KPI Dashboard, click Mgmt Rpts directly beneath Filters on the right-hand side. The arrow highlights where to begin.
- Open the KPI Dashboard.
- Find the Management Reports access point shown in the screenshot.
- Review existing reports before creating your own.
Access Management Reports directly from the KPI Dashboard.
Create your management report
Once the Management Reports panel is open, click + Add in the upper-right corner to begin a new report. Enter its title, description and any appropriate branding.
- Click the highlighted + Add button.
- Give your report a clear name and purpose.
- Complete the report details before linking KPIs.
Use + Add to create a new management report.
Link the KPIs you want to report
After creating your report, click the small KPIs button on its white report card, beneath the row of colored KPI count circles, to choose which measures belong in the report.
- Find the report you just created.
- Click the highlighted KPIs button.
- Select and save the KPIs relevant to your management review.
The KPIs button opens the linking interface for your report.
Assign viewers and save
Choose the people who should have access to the report, then save it. Your colleagues can use the report for ongoing management reviews and team discussions.
- Assign the intended viewers.
- Save the report.
- Return to Management Reports to open it whenever needed.
Assign viewers before saving your new report.
Create your first management report.
Choose a real team meeting or management review, select the KPIs that matter, and create a report your colleagues can use straight away.
