Bird's Eye Report
Last updated
Last updated
The Bird’s Eye Report provides deep insights into how entities are performing by visualizing Scorecard data as a heat map. This report is designed to be hierarchy-aware, making it easy to navigate the data.
The Bird’s Eye Report gives you a high-level understanding of performance.
To generate a Bird's Eye report:
Navigate to Reports > Bird's eye.
Select a Scorecard from the list.
A report will generate based on the chosen Scorecard:
Evaluated entities are represented as rows. At a glance, see each entity's Score and Score Percentage, followed by a column for each scorecard rule. If the selected Scorecard has levels, the rules in the report are grouped by level.
In the upper right corner of the report, click Filter. The filter options available (domains, entities, levels, or teams) depend on the Scorecard.
By default, the Bird's Eye report is grouped by the entity being evaluated in the Scorecard. Depending on the Scorecard, you may also be able to group by domain, team, and Scorecard level. At the top of the page, click the Entity dropdown to change the group.
When you Group by team, the report will replace the first two columns with the entity count and average score for each team. The pass/fail for each rule will be replaced by the percent of entities that are passing a rule.
When you group by Team, you can view teams in the hierarchy that you've set up in Cortex. In the upper right corner of the report, click Team display > Hierarchy.
You can navigate the report by clicking through departments and teams. If a team owns other teams, the Bird’s Eye report will indicate which entities are owned directly by the parent team, and which are assigned to the children.
Hierarchy view will stay enabled as you click through the report. At any level, you can toggle off hierarchy view, and the report will display teams again.
If you click into a team, the report will return to an entity-level view where you can get an in-depth look at how individual entities are performing.
The breadcrumbs at the top of the page preserve your path, making it easy and intuitive to traverse the data. As you navigate through the report, you can continue to refine your view by grouping.
Each time you go further into the report, your action is appended to the breadcrumbs, just like a filter.
The Bird’s Eye report also has a filter function, which is helpful when you know exactly what you’re looking for. The same options for grouping exist as filters, so you have two different ways to navigate this report at any time.
When you don’t have specific data to pull, the breadcrumbs allow for a natural way to explore the data. The breadcrumbs can also be useful when you’re sharing your reports, so others can see exactly how you achieved this view.
If you’re using levels in your Scorecards, you can toggle the report to display levels instead of rules. When viewing the report by entity, this will display the level each entity has achieved. When you begin grouping, the report will aggregate entities, and will present the number of entities that have achieved a specific level.
You can share the Bird's eye report:
Send a link: Click Share in the upper right corner of the report to copy the URL to your clipboard. You can share the link with anyone who has access to view the report in your Cortex workspace.
The pre-configured link will display your report with the full breadcrumb trail. This not only gives others the same insights and understanding, but also provides an opportunity for team members to explore the data further on their own.
Export as CSV: In the upper right corner of the page, click Export CSV to download a CSV file of the report data.
