Leemu Help Center | Reports & Analytics

Reports & Analytics

Leemu Support

Last Update 7 months ago

Leemu OKR provides comprehensive reporting and analytics to track progress, identify trends, and make data-driven decisions. This guide covers all available reports and how to use them effectively.Accessing Reports

Navigate to Reports from the main menu to access:

Progress reports
OKR analytics
Team performance
Alignment views
Custom reports
Data exports

Available Reports1. OKR Progress Report

Overview: Comprehensive view of all OKRs and their progress

What It Shows:

All active objectives
Progress percentages
Status indicators
Key result details
Check-in frequency
Trend analysis

Filters:

By level (Company, Team, Personal)
By status (Active, Draft, Completed, etc.)
By owner
By team
By date range
By strategic goal

Use Cases:

Weekly progress reviews
Quarterly business reviews
Board presentations
Team meetings

2. Team Performance Report

Overview: Team-specific analytics and metrics

What It Shows:

Team objective progress
Individual member contributions
Check-in compliance rate
Team velocity
Completion trends
Comparison across teams

Metrics:

Average team progress
Number of objectives
Number of key results
Check-ins submitted (weekly/monthly)
Objectives completed
Average confidence level

Use Cases:

Team performance reviews
Resource allocation decisions
Identifying high/low performers
Team comparisons

3. Alignment Report

Overview: Visual representation of OKR hierarchy

What It Shows:

Company objectives at top
Team objectives linked below
Personal objectives at bottom
Orphaned objectives (not aligned)
Gaps in alignment

Visualizations:

Tree/cascade view
Sunburst diagram
Network graph

Use Cases:

Strategic planning
Identifying misalignment
Ensuring organizational coherence
Gap analysis

4. Progress Trends Report

Overview: Historical progress analysis

What It Shows:

Progress over time graphs
Week-over-week changes
Month-over-month trends
Velocity calculations
Projected completion dates

Charts:

Line graphs of progress
Bar charts of check-ins
Trend lines with projections
Velocity indicators

Use Cases:

Identifying momentum
Early warning of at-risk OKRs
Predicting outcomes
Adjusting strategies

5. Check-in Activity Report

Overview: Check-in frequency and quality analysis

What It Shows:

Check-in submission rates
Who's checking in regularly
Who's overdue
Check-in quality metrics
Time between check-ins

Metrics:

Check-in compliance rate
Average time between check-ins
Number of check-ins per user
Check-ins by team
Check-in trends

Use Cases:

Encouraging accountability
Identifying engagement issues
Improving OKR culture
Manager 1-on-1s

6. Completion Report

Overview: Analysis of completed OKRs

What It Shows:

Objectives completed
Final achievement percentages
Time to completion
Success patterns
Lessons learned

Insights:

Average completion rate
Which types of OKRs succeed
Best-performing teams/individuals
Seasonal patterns

Use Cases:

Quarterly retrospectives
Success celebration
Process improvement
Target calibration

7. Strategic Goal Progress

Overview: Strategic goal tracking and analysis

What It Shows:

All strategic goals
Progress toward each
Supporting objectives
Gaps in support
Timeline adherence

Use Cases:

Executive reviews
Board meetings
Long-term planning
Strategy validation

8. User Activity Report (Admin Only)

Overview: Individual user engagement and progress

What It Shows:

Objectives owned by user
Check-ins submitted
Objectives contributed to
Last activity date
Engagement score

Use Cases:

Performance reviews
Identifying disengaged users
Coaching opportunities
Workload balancing

Generating ReportsBasic Report Generation

Navigate to Reports
Select report type
Configure filters:
- Date range
- Teams
- Users
- Status
- Level
Click "Generate Report" or "View"
Review results

Advanced Filters

Date Range Options:

This week
This month
This quarter
This year
Last quarter
Custom range

Status Filters:

Active only
Include completed
Include on hold
Show all statuses

Team/User Filters:

All teams
Specific team(s)
All users
Specific user(s)
My teams only
Direct reports only

Level Filters:

Company
Team
Personal
All levels

Customizing Reports

Columns to Display:

Select which metrics to show
Reorder columns
Show/hide details

Sort Options:

By progress (high to low or low to high)
By due date
By owner
By status
By last update

Group By:

Team
Owner
Status
Strategic goal
Quarter

Exporting ReportsExport Formats

PDF:

Professional formatting
Good for presentations
Includes charts and graphs
Page-break friendly
Ready to print

CSV (Excel):

Spreadsheet format
Further analysis in Excel
Data manipulation
Custom charts
Integration with other tools

JSON:

Machine-readable
API integration
Custom processing
Developer-friendly

How to Export

Generate your report
Click "Export" or "Download"
Select format (PDF, CSV, JSON)
Choose options:
- Include charts
- Summary only or full details
- Date range
Click "Download"
File downloads to your computer

Scheduled Reports

Automated Report Delivery:

Configure report settings
Click "Schedule Report"
Set frequency:
- Daily
- Weekly (select day)
- Monthly (select date)
- Quarterly
Select recipients:
- Email addresses
- Teams
- Specific roles
Choose format (PDF or CSV)
Save schedule

What Happens:

Report generates automatically
Sent via email on schedule
Always uses latest data
Can be paused or cancelled anytime

Understanding Report MetricsProgress Percentage

How much of the target has been achieved:

For Increase: (Current - Initial) / (Target - Initial) × 100
For Decrease: (Initial - Current) / (Initial - Target) × 100
Velocity

Rate of progress per time period:

Velocity = Progress gained / Time elapsed

Example:

Gained 20% progress in 4 weeks
Velocity = 5% per week

Projected Completion

Estimated completion date based on velocity:

Remaining progress / Velocity = Weeks to completion

Example:

40% progress remaining
Velocity = 5% per week
Projected: 8 weeks to complete

Check-in Compliance

Percentage of check-ins submitted on time:

(Check-ins submitted on time / Total check-ins due) × 100 Confidence Score

Average confidence level across objectives:

Sum of all confidence ratings / Number of ratings

Interpretation:

7-10: High confidence
4-6: Moderate confidence
1-3: Low confidence, at risk

Report VisualizationsCharts and Graphs

Progress Bar Charts:

Visual comparison of multiple objectives
Color-coded by health (red/yellow/green)
Easy to identify outliers

Line Graphs:

Progress over time
Trend lines
Historical comparison
Projections

Pie Charts:

Distribution by status
Completion rates
Resource allocation

Heatmaps:

Team activity levels
Check-in frequency
Progress intensity
Seasonal patterns

Cascade Diagrams:

OKR alignment hierarchy
Parent-child relationships
Visual strategy map

Interpreting Visualizations

Green Indicators:

On track or ahead
70%+ progress expected
Regular check-ins
High confidence

Yellow Indicators:

Needs attention
40-69% of expected progress
Irregular check-ins
Moderate confidence

Red Indicators:

At risk or blocked
<40% of expected progress
Missing check-ins
Low confidence

Custom ReportsCreating Custom Reports

If available:

Navigate to Reports > Custom
Click "Create Custom Report"
Select data sources:
- Objectives
- Key results
- Check-ins
- Users
- Teams
Choose metrics to include
Configure filters
Set up visualizations
Save report template

Saving Report Templates

Save frequently-used reports:

Configure report as desired
Click "Save as Template"
Name the template
Add description
Set sharing:
- Private (only you)
- Team (team members)
- Company (everyone)
Save

Reusing Templates:

Go to Reports
Click "My Templates" or "Saved Reports"
Select template
Report generates with saved settings
Modify if needed

Using Reports for Decision MakingWeekly Team Review

Report to Use: Team Performance + Check-in Activity

What to Look For:

Which OKRs are on track?
Which need help?
Who hasn't checked in?
What blockers are mentioned?

Actions:

Address red items immediately
Celebrate green achievements
Follow up on missing check-ins
Allocate resources to yellow items

Monthly Business Review

Reports to Use: OKR Progress + Completion + Trends

What to Analyze:

Overall company progress
Team comparisons
Trend direction (improving or declining)
Completion predictions

Actions:

Adjust strategies for at-risk OKRs
Recognize high performers
Reallocate resources
Update forecasts

Quarterly Planning

Reports to Use: Completion + Alignment + Strategic Goal Progress

What to Review:

Last quarter achievements
Alignment with strategy
Gaps in execution
Success patterns

Actions:

Celebrate successes
Analyze failures for lessons
Identify gaps to address
Plan next quarter's OKRs

Annual Strategy Review

Reports to Use: All reports, full year view

What to Assess:

Annual strategic goal progress
Yearly trends and patterns
Team performance over time
ROI on initiatives

Actions:

Set next year's strategic goals
Adjust organizational structure if needed
Celebrate annual achievements
Plan for next year

Report Best PracticesDO:

✅ Review reports regularly (weekly minimum) ✅ Look for trends, not just snapshots ✅ Share reports with relevant stakeholders ✅ Use reports to drive conversations ✅ Export for presentations ✅ Track progress over time ✅ Combine multiple reports for full picture ✅ Act on insights

DON'T:

❌ Generate reports without reviewing them ❌ Focus only on numbers, ignore context ❌ Use reports to punish, instead of improve ❌ Ignore red flags in reports ❌ Share sensitive reports too broadly ❌ Over-rely on a single metric ❌ Forget to celebrate green progress

Troubleshooting ReportsReport Not Loading

Solutions:

Refresh the page
Clear browser cache
Try different browser
Reduce date range
Remove some filters
Check internet connection

Data Looks Incorrect

Possible Causes:

Recent changes not yet reflected
Filters hiding data
Time zone differences
Calculation timing

Solutions:

Refresh report
Clear all filters
Check time zone settings
Verify source data
Wait for system to recalculate

Cannot Export Report

Solutions:

Check file permissions
Disable browser extensions
Try different export format
Reduce report size/scope
Contact support if persists

Scheduled Report Not Received

Solutions:

Check spam/junk folder
Verify email address in settings
Check schedule configuration
Ensure report is still active
Check email delivery logs

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