Add Report Strategies in Admin

Last updated: June 27, 2023

Strategies and strategy icons can be added to report templates in Wide Narrow. In this way, you can connect your insights and analyses to your organization's strategies.

To enable this feature in your reports, you first need to add your strategies and strategy icons to the Report Strategies page in Admin. Note that only Superusers Admins have access to the Admin module.

To add report strategies in Admin:

1. Click the Admin tab in the main navigation menu.
2. Click the Report Strategies tab in the Admin menu.
3. Click on New Strategy and enter a strategy name in the name field.
   We recommend that you use a short name or abbreviation to be displayed in the report.
4. Choose a strategy icon in the icon library dropdown.
5. Click Save.

The new strategy is now available in all reports with the option "Show affected strategy" enabled.

To use your own strategy icons, send the icons in .svg format to Wide Narrow Support.  

User Access: The Admin module is only available for Superusers with Admin permissions.