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

Default Views

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:

View

What it shows

All Objectives

All company objectives in one place

All My Objectives

All your objectives in one place

Overdue OKRs

OKRs which are past their due date. They need not be at risk or behind to be past their due date.

Not updated in the last 7 days

OKRs that have not had a check-in for the last 7 days or longer.

Behind or at risk OKRs

OKRs marked with status 'at risk' or 'behind'

Recently completed OKRs

OKRs which have been closed within the last 7 days

Unaligned OKRs

OKRs which are not aligned to a parent objective

Creating Custom Views

Ally.io allows you to create custom views and save the filters you use often. 

1. To get started, select 'Objective Explorer' from the side navigation bar and click ‘Create a new view’

2. Your new view can now be customized by adding filters.

The following filters are available:

Available Filters

Filters By

Aligned

Aligned to any or a specific objective. This filter can also pull out unaligned objectives.

Check-in Date

Check-in date of the Objective. Filters by the exact check-in date, after or before a specific date, more or less than x number of days.

Created Date

Created-in date of the Objective. Filters by the exact created date, after or before a specific date, more or less than x number of days.

Due

Due date of the OKR. Find overdue OKRs or view all OKRs due within a particular time. Filters by overdue, after or before a specific date, more or less than x number of days.

Integration

The integration connected with the OKR.

Keyword

Keywords in the Objective's title. Filter based on the product name, campaign name or other keywords unique to your organization.

Last Updated

Time at which the Objective received an update. Find OKRs that are falling behind on check-ins, or get a snapshot of activity during a specific timeframe.

Time period

Time period the OKR belongs to

Manager

Manager of the OKR owner.

Object Type

Filters by Objective or Key Result.

Owner

Owner of the objective. This filter can also locate unassigned OKRs.

Progress

Percentage completion. This filter is specifically handy in combination with the due date filter.

Start Date

The start date of the Objective.

Status

Objective's current status. Select from Not Started, On Track, Behind, At Risk, Closed, Postponed, Reopened.

Tag

Search by tags added while creating OKRs.

Team Type

The Team Type of the Objective. Team Type is described by creating teams in the admin dashboard.

Time Period

The time period the OKR belongs to.

Type

Organization-level, team-level, or individual-level OKRs

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.

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 it as a new view. 

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.

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