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Strategy Workshop

A three-session workshop based on the Intrafocus Strategic Planning Process (SPP)

Balanced Scorecard Certification

A five-day master class and certificate as a Balanced Scorecard Professional

Strategic Planning Resources

If you like our free strategy resources then join the Intrafocus Academy for additional material

Strategic Plan Audit/Review

Let us take a look at your strategic plan to check it contains all the elements needed in a good plan

Resources

Strategic Planning Process (SPP)

Our next generation Strategic Planning Process based on the Balanced Scorecard Methodology

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New articles published every two weeks, join our mailing list and keep up

Free Strategy Resources

A library of resources for anyone interested in strategic planning and KPI management

Our Customers

Don’t take our word for it, see what the Intrafocus customers have to say.

Software

KPI and Strategy Software

Intrafocus is an EMEA authorised reseller of Spider Impact® from Spider Strategies®.

Spider Impact Video Guides

From getting started all the way through to integration to back-end systems. 

Spider Impact User Guides

A complete set of user guides. Everything you have ever wanted to know from A to Z.

Strategic Plan Generator

Use this application to guide you through creating your strategic plan – lots of examples to look at.

Contact and Help Desk

If you have any questions or need some help or guidance, you can contact us at any time.

Schedule a Recurring Export

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Estimated reading time: 1 min

The Send To action button allows users to download content in multiple formats including PDF, PowerPoint, Word and Excel.

Send To includes an option to schedule a recurring export of most screens, for example, a specific Dashboard or a full briefing with multiple slides.

To schedule a recurring export:

Go to the screen or briefing you are interested in and click on the Send To button. In this example, we will export a Dashboard as an Acrobat PDF document.

Click on Acrobat PDF

 

A dialogue box will appear giving the option to Download Now or Schedule Repeating

Click on Schedule Repeating

In the example below you can see the Monthly calendar has been selected, the report is to show the current month, it is to be sent to Luke Francis every quarter on the first day of the month.

Click on Schedule. The Dashboard (or whichever object you have selected) will be sent to the recipient when scheduled.

To remove a scheduled export

To remove a scheduled export, go to Settings by clicking on the small cog at the bottom left of the screen. Click on Scheduled Exports. You will see a list of scheduled exports. Click on the delete icon next to the scheduled export you want to remove. You will be asked to confirm the deletion.

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