The hierarchy report is the perfect way to visualize relationships across your goals, initiatives, releases, master features, and features. You can see how they are connected within a single workspace, or across multiple workspaces in your organization. By linking your strategy to your work, the strategic value that each release and feature delivers to your workspace quickly becomes apparent.
Note: Depending on your workspace type, this article may refer to Aha! record types differently than your team does.
Click any of the following links to skip ahead:
- Build your hierarchy report
- Adjust the data
- Report on status updates
- Make better prioritization decisions
- Customize column names
- Share your hierarchy report
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.
In addition to showing relationships, you can also configure each column individually using the Add column data button. Data elements you add to one column will affect that specific column, so you can show different fields in different columns.
For example, you may want to show the status of child hierarchy elements to visualize any bottlenecks.
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.
Adjust the data
If your hierarchy report does not look like you expect it to, often it is because the goals and initiatives look out of order, or parent lines look like they are grouped together incorrectly.
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.
Parent lines in Aha! have an editable field called Type. Parent 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 parent lines (for example, "Company > Division > Subdivision > workspace," or "Organization > Team > Group > workspace"). 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 workspace's initiatives under a different parent line's goals, for example.
- See this article to adjust your workspace hierarchy.
Share your hierarchy report
Once your hierarchy report is ready, click Save to name it, save it, and adjust viewing permissions. You can share it with your stakeholders by selecting one of the export options under the Share menu on the top right of the page.
- To fold your report into a presentation, select Add to presentation. In your presentation, you can select the report's update frequency.
- To invite people outside of your Aha! account to view your report, select Share as webpage.
- For a static version of your report, export your report to PNG image or PDF document.