Hierarchy report

The hierarchy report is the perfect way to view the relationships between the product lines and products in your account.

We make it easy to visualize relationships across your goals, initiatives, releases, master features, and features. You can see how they are connected within a single product, or across multiple products in your organization. By linking your strategy to your work, the strategic value that each release and feature delivers to your product quickly becomes apparent.

Build your hierarchy report

From the Roadmaps > Hierarchy page, choose Select Data to open the configuration modal. As you select objects, elements without a relationship cannot be selected and will automatically grey out (see below for some reasons why this might be happening). 

As you select objects you will also see a Filter dropdown activate, which allows you to filter that hierarchy level to display the results you wish to see. 

Click Save to create your report. 

aha-hierarchy-report-select-data.png

Adjust the data

If your hierarchy report does not look like you expect it to, these are common causes:

Goals and initiatives in the first columns of the hierarchy report are ordered based on their prioritization in Strategy > Goals and Strategy > Initiatives. To reorder them, navigate to the appropriate page and drag the cards into the order you prefer. 

Product lines in Aha! have an editable field called Type. Product lines with equivalent types will be grouped on equivalent levels of the hierarchy report. 

  • It may be helpful to select consistent type nomenclature across your Aha! account before you start creating product lines (for example, "Company > Division > Subdivision > Product," or "Organization > Team > Group > Product"). You can also edit this field at any time if your account's nomenclature needs to change. 
  • There are situations where you might want to have inconsistent nomenclature in your account — if you want to ensure that no one will be able to accidentally report on one product's initiatives under a different product line's goals, for example. 
  • See this article to adjust your product hierarchy.

Communicate strategic plans
The power of the hierarchy report comes from visualizing data across multiple levels. For example, you can easily show your executive team how the goals and initiatives you set for your product roll up to support the product line and company level goals.

aha-hierarchy-report-goals.png

Report on status updates
In addition to showing relationships, you can also configure each column individually using the Add column data button to display the status of the data objects. This is particularly powerful if you are looking to create a visual of all the work that goes into a high-level strategic goal, and want to keep track of the status of all the underlying goals that contribute to the company goal's success.

aha-hierarchy-report-status.png

Make better prioritization decisions
Hierarchy reports do not stop at goals and initiatives. With releases and features included, the relationship between strategy and work becomes even more apparent. This allows you to make better prioritization decisions and focus on driving high-level strategy. Additionally, you can see when releases, features or strategic efforts are not aligned with the larger plans.

aha-hierarchy-report-releases-features.png

Customize column names

By default, column headers will inherit the Aha! terminology unless you customize your terminology to match what your team uses everyday. You can also customize column headers' names simply by clicking on the column name to perform an inline edit. If you save the view, Aha! will retain the name changes for your saved reports.

aha-hierarchy-report-change-column-headers-highlight.png


Was this article helpful?
1 out of 1 found this helpful