Product Ideas

Have you got a great idea to improve one of our software products? We'd love to hear it! Please share the details with our product team and your idea will be evaluated for release. Thank you!

2 Vote

Usage Digest

Would like an automated report sent weekly to Admin's with the following peramiteres:Individual users who did not log in over last 7 days.Individual users who did log in over the last 7 days.Number of Progress Notes entered by user over the last 7...

Created 22 Jul 04:46pm

Dashboards & Reporting

0 Approved for future release
4 Vote

Progress Note Report

Summary: Would be beneficial for a plan administrator to pull a report of the last time a Progress Note was entered in any part of the strategic plan to see if there are areas that are either a. not needed or b. need MORE attention or a push to en...

Created 2 Mar 06:56pm

Dashboards & Reporting

0 Future consideration
3 Vote

Export Strategy Tree

One of our customers requested having the ability to export the strategy tree in order to present reports to her managing partners.

Created 8 Oct 09:13pm

Dashboards & Reporting

2 Future consideration
4 Vote

Reporting Dashboards

Summary:Why worry about what specific reports a customer needs? Instead provide them with some basic tools to be able to view/print/export as PDF the data in a way that speaks to their sensibilities. I propose an expansion of Envision's Dashboard:...

Created 14 Mar 05:52pm

Dashboards & Reporting

1 Future consideration
1 Vote

Search by Sensitivity

Ability to sort by sensitivity on items.

Created 20 May 10:37pm

Dashboards & Reporting

0 Future consideration
1 Vote

Ability to export Users

When there are several users added to a plan it would be helpful to be able to export the current users email addresses and possibly last login date. In this case we would use the export of email address and be able to add those addresses for a bl...

Created 19 May 01:19am

Dashboards & Reporting

0 Future consideration
1 Vote

My Work Widget

When flipping the widget over, under Section, separate Strategy from Objective and Tactics from Action Items. The icons are not intuitive enough. Also be able to have "My Work" sort by Target Date not just Start Date as it is today. -Submitting on...

Created 18 May 08:08pm

Dashboards & Reporting

0 Future consideration
4 Vote

Export Summary - "One-Sheeter"

Summary:In discussions with Jeff he would like to see a one page export that depicts an individual strategic planVisionValuesMissionDriversKPIsSimilar to our Internal SupplyCore 2022 Strategy MapNeed is to be able to present something to people wi...

Created 17 Oct 07:44pm

Dashboards & Reporting

0 Future consideration
2 Vote

Target Dates

As a Plan Admin, I am currently reminding people to enter in Target dates if they chose not to enter one when creating a tactic/action. If we could either have it force entry of a target date on tactics/actions or have the ability to pull a repor...

Created 15 Oct 08:28pm

Dashboards & Reporting

0 Future consideration
2 Vote

Enable non-plan users to view Reports / Dashboards outside of Envision

Summary:Provide the ability to create a public link to an Envision Report or Envision Dashboard (future) These publicly available links would build the output on the fly delivering the latest version. This could be used to distribute report result...

Created 1 May 05:13pm

Dashboards & Reporting

0 Future consideration