Use the Vision tool to generate and export a quarterly PDF report that includes team- and quarter-specific data from your:
Scorecards (weekly, monthly, quarterly, and annual)
Rocks
V/TO®
Traction©
SWOT
Long-term Issues
Accountability Chart
How to Export a Quarterly Report
To create your team's quarterly report PDF:
Click V/TO® from the left navigation.
Choose a team from the Team dropdown.
Click the chart icon to generate the PDF.
Save the PDF or print it for your records.