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Reports
Find and export reports

Find and export reports

Turn your data into insight

Published on October 20, 2026
Who this is for: All users

Find your reports

  • Portfolio reports: click Reports in the left menu.
  • Single initiative reports: open an initiative and choose Reports in its menu.

Portfolio reports

The Change Impact heat map shows which groups face the most change
The Change Impact heat map shows which groups face the most change
Activity Burden shows the activity load on each audience
Activity Burden shows the activity load on each audience
  • Change Effort heat map: which initiatives carry the most effort
  • Change Impact heat map: which groups face the most change, and when. How the colours are worked out depends on your organisation’s settings: either the highest single impact in each cell, or a weighted score across all impacts
  • Collision timeline: initiatives with overlapping go-live dates. Use it as an early warning, not a scheduling tool
  • Activity Burden: how much activity is landing on each audience
  • Checklist progress: completion of checklist items across initiatives

Reports for one initiative

The audience matrix plots audiences by influence and support
The audience matrix plots audiences by influence and support
Includes the audience matrix, which plots audiences by influence and support: manage closely, keep satisfied, keep informed, monitor.

Export a report

Use the download icon to export
Use the download icon to export
  1. Open the report and click Export.
  1. ChangePlan prepares the file in the background.
  1. Go to the Alerts page to download it when it’s ready.
The initiative brief can also be exported to PowerPoint.

Which report answers which question

Question
Where to look
Who is the change manager for an initiative?
The Initiatives page (table), which shows the roles assigned to each initiative
What initiatives are happening around me?
Reports > Change effort, Timeline tab
What initiatives are happening in a particular division?
Reports > Change effort, filtered by audience to that division
How much change is a team or area facing?
The Change effort timeline or the Change impacts heatmap
Does a team have capacity right now?
The Activity burden report
Are there initiatives or activities I can align with?
The Change effort Timeline tab, to spot overlaps
For leadership updates: use the Change effort heat map to prioritise high-effort initiatives, the Change impact heat map to show where support is needed, and Activity Burden to show how workload is balanced.

Still stuck?

Email support@changeplan.co with a screenshot of what you see, and we’ll help.
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