Summary Reports - Adding a custom Gantt Summary Report

Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Open **Initiative Reports**\ Click on the **Plus icon**

Under **Report Name**, enter the name of the new Measure Report, in this example, ‘Upward Air Gantt Chart’.\ From the **Report Type** dropdown menu select **Gantt Chart**\ Check the box next to **Hide Milestones** if you do not want to display the Initiative’s Milestones on this report.

Select a **Gantt Start** and **End date** to customize the timeline displayed in the chart, which will also narrow down the Initiatives included in your Gantt chart. You can leave these fields blank if you want to see the entire timeline of all Initiatives included in the report.

Use **Gantt Left Column Width** to adjust the left column width to better see the Initiative and Milestone names by setting a pixel size (typically around 300px), or you can leave it blank and adjust the column width by dragging the column left or right on the report itself.

For **Access Type**, you have the following options\ **Global Reports** can be seen by all users with access to the Scorecard\ **Private Reports** Reports can only be seen by the creator of the report\ **Hidden Reports** \ Once you are done with your changes, click **Save**

You will find your newly created **Gantt Chart Report** under **Initiative Reports**

Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Open **Initiative Reports**\ Select the **Report** you are going to be working with, in this example, ‘Upward Air Gantt Chart’.

Click on the **edit Pencil icon**\ Navigate to the **Initiatives tab**\ Check the box next to the Scorecards you would like to include **Initiatives** from\ To include only specific Initiatives from the Scorecard, select **Click to select specific elements**. Check the boxes next to the specific **Initiatives** to include in the report.\ Once you are done with your changes, click **Save**

You will see your **Gantt Chart report** with the specific **Initiatives** you previously selected

Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Open **Initiative Reports**\ Select the **Report** you are going to be working with, in this example, ‘Upward Air Gantt Chart’.

Click on the **edit Pencil icon**\ Navigate to the **Filter tab**\ Click on **Add Filter**\ In this example, we are going to create a **Filter** that only displays Initiatives with a status indicator ‘Below Plan’.\ Once you are done with your changes, click **Save**

You will see the **Gantt Chart Report** with only **Initiatives** that are **Below Plan**

Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Reports**\ Open **Initiative Reports**\ Select the **Report** you are going to be working with, in this example, ‘Upward Air Gantt Chart’.