The Objective Explorer can generate preset views and create custom views. Use the OE to filter out OKRs of interest, and save commonly viewed filters to quickly access them again in the future.
In this Article:
- Default Views
- Creating Custom Views
- Saving and Exporting
- Renaming a View
- Using an existing View to create a Similar View
The objective explorer’s default views are designed to provide a strategic glimpse into your organization’s OKRs and progress. You can choose from one of these handy preset views:
Creating Custom Views
Ally.io allows you to create custom views and save the filters you use often.
1. To get started, click ‘Create a new view’
2. Your new view can now be customized by adding filters.
The following filters are available:
Filters are better together. Create meaningful and relevant views by combining several filters at once. Here’s an example view using a combination of the due, type and progress filters:
By default, Views list out objectives and key results. To view only top-level objectives, check the box in the upper right-hand corner.
Saving and Exporting
Save and Export views for future reference or to share insight with your team. To save a view, click on the ‘Save View’ button in the upper right-hand corner. You will be prompted to name the view and select a sharing option.
If you’d prefer not to share the view with your team, you can change the security setting to ‘Only Me’. Hit save to save your view.
You should now be able to find the saved view in your objective explorer. If you made it available to everyone, they will be able to find it here too.
If you’d rather Export the view, select 'Actions' -> 'Export' from the top right. The Export file will be emailed to your account.
You can also remove the view from the 'Actions' if you’ve saved it and are now done using it.
We have included additional settings to the 'Export' feature:
- You can select the format of the export - CSV or XLSX.
- You can select the exact fields needed in the export file
- You can also include Key Results along with the Objectives exported. In this case, 1st level of key results/children will be exported along with each objective.
Any changes to these additional settings will be preserved for every user for subsequent exports.
Renaming a View
Users have the ability to rename a view once it has been saved. Selecting Actions-> Rename View will allow edits to the Saved View Name.
The objective explorer makes navigating and forming and sharing insights a breeze. Go on and get exploring!
If you have more questions, check the objective explorer FAQ to see if your question has already been answered.
Using an existing View to create a Similar View
Ally.io gives you the ability to edit a saved view and save it as a new view with changes.
To do this, open a saved view, make all appropriate changes to filters and click "Save View" You will be prompted with an option to update the current view or save as a new view.
Example: I want to create specific views for each of my employees or teams. I have created a view for John with the appropriate filters set and have saved it. I then would edit the filter for "Owner" from John to Jordan, and save as a new view.