Features

Reporting

Don't let reporting slow you down

Stop chasing updates, digging for numbers, and spending hours putting it into a deck. Get real live data; how you want it, when you want it.

Custom OKR dashboard in Tability
The platform modern teams run their strategy on
Instant, accurate, presentation-ready

The report you'd normally spend days building... in seconds

Hunting down data, analysing it, and pasting it into a deck used to take days. In Tability it's instant, because the data was already live, already summarised, and always the same numbers everyone else is looking at.

Custom dashboards

Custom dashboard for your OKRs and KPIs

Drag in the widgets that matter, OKR summaries, filtered key result lists, team views, and Tability keeps them live. No weekly rebuild, no digging for the same numbers twice.

  • Build dashboards from live OKR data, filtered by team, owner, or confidence
  • Duplicate a dashboard as a starting point, or favourite the ones you check daily
  • Set permissions at the workspace, team, or person level

Scheduled Prompts

Custom reports from a prompt, delivered on a schedule

Describe the report you want in plain English, choose the data it should pull from, and set a cadence. Tability builds it fresh and sends it, so no one has to remember to compile it again.

  • Describe the report once, in plain English, no dashboard to configure
  • Schedule it daily, weekly, monthly, or quarterly
  • Send it to yourself, or any teammate across the workspace

Relationships

The retrospective writes itself

At the end of a cycle, Tability can populate the whole retrospective for you, pulling in each objective's status and the check-ins behind it. Edit what needs a human voice, publish, and share.

  • AI drafts the retrospective from real check-in history, not a blank page
  • Mix in your own text and images alongside the auto-filled sections
  • Publish and share as a link, or download as a PDF

"This is a great tool for Executives. Tracking weekly metrics in a meaningful and consistent way which is easy to share."

Donna Broadley
CEO, LEAP Legal Software
More customers →

Workspace insights

See what's breaking before anyone tells you

A single view of workspace health: stale check-ins, off-track key results, overdue initiatives. Every flag links straight to the list behind it, so you go from "something's wrong" to "here's exactly what" in one click.

  • Surfaces at-risk plans, outcomes, and initiatives automatically
  • Every metric drills into the filtered list behind it
  • Built for scanning the whole workspace, not one plan at a time
Dependencies map view in Tability OKR software

Presentation mode

Present data visually straight from Tability

Open any plan in presentation mode and it becomes a clean, walk-through view; perfect for your next meeting. No slides to build, and nothing to update the morning of the meeting.

  • One click turns any plan into a presentation-ready view
  • Share externally with a link, or cast it to a screen in TV mode
  • Always reflects the latest check-ins, never a stale snapshot

Slide export

Export data straight to presentation

Export any plan as a branded PowerPoint or Google Slides deck: a title slide, then one slide per objective with its key results, values, and confidence colour-coded. Built from live data, ready to send.

  • One click turns a plan into a full PowerPoint deck
  • Every objective gets its own slide, with key results and current values
  • Branded with your workspace name and logo automatically

Public Share Link

Share your plan via public link to investors or relevant stakeholders, without requiring an account or sign-in.

Easy Export

Filter just the goals you want to see and easily export them to CSV or export your Plans as a readable PDF to share.

Display View

Want your goals to be displayed on a TV in the office? Display them in a large display friendly mode.

How teams use it

Your visual data on demand

1

Set your OKRs and connect your KPIs

Bring your goals into Tability and connect the data sources behind them, so every number is live from day one, not typed in by hand.

2

Filter and browse the data as it comes in

Slice progress by team, owner, confidence, or status, and find exactly what you're looking for without asking anyone for an update.

3

Save it as a dashboard or a scheduled report

Turn a view you keep coming back to into a dashboard you can reopen anytime, or a report you describe once and never have to run manually again.

4

Pull it up, send it, or let it land in your inbox

Open a dashboard on demand, present it straight from the plan, or get your scheduled report delivered to your inbox or Slack, exactly when you need it.

Questions we get a lot

Reporting FAQ

Q

What's the difference between a dashboard, a report, and a retrospective?

A

A dashboard is a live view you check whenever you want. A scheduled report is that same kind of summary, delivered to an inbox on a cadence you set. A retrospective is a written, end-of-period reflection, drafted by AI and edited by you.

Q

Do I need to rebuild a report every time I need one?

A

No. Set up a dashboard or a scheduled report once and it keeps working. Retrospectives and presentation views are generated fresh from live data each time you open them, nothing to rebuild by hand.

Q

How does AI help with reporting?

A

Our AI Assistant can populate a retrospective from your team's real check-in history, and scheduled reports let you describe what you want in plain English instead of configuring a dashboard by hand.

Q

Who can receive a scheduled report?

A

Any member of your workspace. Choose the recipients when you set up the schedule, so a report can go to you alone or to a wider group of stakeholders across the team.

Q

Can I share a presentation with someone outside my workspace?

A

Yes. Presentation mode supports a shareable external link and a simplified TV mode for wall displays, so a plan can be viewed by people who don't have a Tability login.

Q

Is the data in a dashboard, report, or presentation ever out of date?

A

No. Every view pulls from the same live check-in data behind the rest of Tability. A dashboard, report, or presentation you open today reflects the latest check-ins, not a cached export.

Q

Can I export a plan as slides for an external meeting?

A

Yes. Any plan can be exported as a branded PowerPoint deck in one click, a title slide plus one slide per objective with its key results and current values.

Get instant reports on the things that matter.
Dashboards, presentations, and retrospectives; always ready to send or present. Start today.

Free 14-day trial · No credit card required · Up and running today