There are two types of plan reports: agency and client. Agency reports are slightly more dense than client reports with the ability to include all of the widgets. Client reports will not include the budget, the relationship tracker or the vendor widgets.
Header Bar: In the header bar on the report page you will see the plan name, breadcrumbs, a save button, a publish to client button (on a client report) and then a refresh button. The refresh button can be used to regenerate any widgets you remove in the process of creating the report but decide at a later point to include.
Overview: The first widget or module, you'll see is the Welcome widget. Within this widget you will see the plan name, the date of the report, the horizon date, number of measurements affected and number of tactics deployed.
Objective: Next to our Overview Widget sits the plan summary, or objective, widget. As you’ve probably already guessed, this is where you will find your plan’s objective or summary.
Relationship Tracker: Next we have our Relationship Tracker. This is where you will find both the agency and/or client sentiment, if applicable. For the agency sentiment, if you’re interested in seeing the individual inputs the average is based off of, you can click below the header on the drop down arrow. For the client sentiment, the report will show the most-recent sentiment input and this can be seen by clicking on the drop down arrow beneath the header. For notes or comments, there is a free form area beneath both scales.
Measurements: Here in the measurement widget, you will find all of the pertinent data relating to your measurements here. You will see your stand-out measurements, those that need attention and the overall progress status of measurements and categories. For notes or comments, there is a free form area at the bottom of the container.
Status Key: The Status Key, to the right of the measurements widget, offers a little deeper explanation about how Rova defines their statuses.
Analysis: This free form text box below the Status Key gives the Account Services team the opportunity to personalize and add color to the reports they’re creating. The first 140 characters in this box appear in a larger font allowing to provide a summary or header - however the creator would like to use it.
Tactics: Here in the Tactics Widget, you will get to see at a high level what type of work is being done, the impact that work is having, how much of that work is being done in house versus by a vendor and how much work is left to begin. For notes or comments, there is a free form area area at the bottom of the container.
Plan Budget: Here in the Plan Budget widget, you will see the amount of spend deployed, the spend yet to be deployed and % of spend by tag. The large chart shows the budget spend against the % of measurements on track. For notes or comments, there is a free form area area at the bottom of the container.
Vendor: Below the Plan Budget, is the Vendor widget will show you the total amount of passthrough, the % of passthrough, tactics and on track measurements per vendor. The large graph shows the budget spend against the passthrough. For notes or comments, there is a free form area area at the bottom of the container.
Sharing Your Reports
If you're creating an Agency report, you will be able to Save the report. Saving will save the report link to your files within Rova. You can share this link with anyone who has a Rova account.
If you're creating a client report, you will be able to publish the report to the client dashboard.