Configuring reports in ScrumGenius

Configure a report in ScrumGenius

Report is the equivalent of a standup meeting; a scrum team (a subset of the larger team) will be scheduled to get a regular prompt asking them questions. When the members respond through their chat platform or via the web, the answers are collated in one report that is accessible through ScrumGenius' Dashboard, or via emailed summaries. 

A report can be configured to run bi-weekly, daily or monthly.

Choosing your questions

We recommend going ahead and customizing these questions to suit your team’s current project. 

Our tools give you everything you need to help struggling team members. Here are some more advanced features you can play with:

Adding members

ScrumGenius can support multiple reports within your account. The Members section allows you to add team members for your specific report. These team members will be prompted to answer the reports. 

ScrumGenius supports team members from different teams in Microsoft Teams, Slack or Email platforms! Mix and match away!

You can even run reports for members in different tenants in Microsoft Teams! Great for vendors and contractors.

Schedule

Weekly option - Great for daily standups or weekly reports. 

Monthly option - Want to run a report a specific date of the month? This is the option you need!

Custom option - Trigger a report on multiple days of the month. This can be used for bi-weekly reports, monthly reports, and other end of the month retrospectives.

User timezone customization

At this stage, we highly recommend that remote & WFH team managers customize the timezone of each team member. By default, all team members use the original timezone set on the report.

You will be able to configure the report so that everyone receives the standup questions and report summary in their local time. This feature reduces timezone-related project delays and boosts global communication.

Learn more about multiple timezone support and more best practices here.

Notifications

Report Summary Email - This is the period of time the report until the report summary email is sent out. Learn more about the email summary report

Send summary to all participants - Enabling this option sends the summary report to every member of the report. Underneath, external employees or stakeholders that are not part of ScrumGenius can be added to the summary report.

Channel to share answers - This is the channel on the platform such as Microsoft Teams or Slack to send your team responses to. 

Check-in notification preference - Select how your team members get check-in notifications for this report. Just through the chat platform? or email only? Or both? 

Report reminders - Enable this option and our system will send automated reminders to team members before the report summary is sent out.

Additional Settings

Our tools give you everything you need to help struggling team members. Here are some more advanced features you can play with:

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