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Bird's Eye Report

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.

You can find the Bird's Eye Report by going to Reports under Scorecards in the main nav.

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Select one of the available Scorecards to generate the report.

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Evaluated entities will be represented as rows. Score and Score Percentage will be the first two columns, followed by a column for each scorecard rule. By default, rules will be organized into levels (provided the Scorecard has levels).

By default, the Bird's Eye report is grouped by the entity being evaluated in the Scorecard, but you can group by Team, group, owner, and level.

Teams​

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.

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When you group by Team, you can toggle on Use Team Hierarchy to roll teams into the hierarchy that you've set up in Cortex.

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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.

Levels​

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.

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Sharing the Bird's Eye Report​

You can export your Bird’s Eye report at any point by selecting CSV or Share. Generating a link through the Share function is the recommended method for sharing a report with others. 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.

The Bird’s Eye Report is a great way to not only get a high-level understanding of performance, but offers a natural way to continue digging and learning about your entities.