Create a hierarchy report

The Reports > Hierarchy page is the perfect way to view the data in your account and it is named the Hierarchy report because it highlights the relationships between your data.

We make it easy to visualize relationships across your goals, initiatives, releases 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.

Easy configuration
From the Reports > Hierarchy page, choose Select Data to open the configuration modal. As you select objects, elements without a relationship cannot be selected and automatically grey out.

As you select the objects you wish to display -- a product filter will become active. This allows you to quickly and easily select which products or products lines you wish to filter on in each column of your report. The filterable options in the dropdown will only reflect the choices available at that level in the hierarchy. For example, if you only have a single product line -- that will be the only selection in the Product Line dropdown filter.

To get the most out of the hierarchy report, its important to make sure your product hierarchy is carefully set up.

Hierarchy-report-configuration.png

The Reports -> Hierarchy page has many uses, below are a few different examples of what you can accomplish.

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

Report on status updates
In addition to showing relationships, you can also configure each column individually 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 initiative and want to keep track of the status of all the activities going into the initiative's completion.

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.Disconnected-strategy-highlighted.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 to change the columns to a name of your choosing. When saving the view, Aha! will retain the name changes for your saved reports.

rename-column-headers.png

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