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.
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:
Creating Custom Views
Ally allows you to create custom views and save the filters you use often.
1. To get started, click ‘Create a new view’
2. Your new view can now be customized by adding filters.
The following filters are available:
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. A csv file will be emailed to your account. You can also remove the view from here if you’ve saved it and are now done using it.
The objective explorer makes navigating and forming and sharing insights a breeze. Go on and get exploring!