---
title: "Getting Started: Pulling a Monthly Summary of What the Field Is Hearing"
url: "https://help.sorcero.com/en/article/getting-started-pulling-a-monthly-summary-of-what-the-field-is-hearing"
language: "en"
last_updated: "2026-09-15T14:22:57.231Z"
---

# Getting Started: Pulling a Monthly Summary of What the Field Is Hearing

The Strategy page keeps a standing report for each Key Insight Question (KIQ) your organization tracks, so you can see what the field is reporting and what changed this period without assembling it yourself.

## Where to find it

Open **Strategy** in the left navigation. You can view every KIQ in your project, one per row.

**Note:** Your project may be configured to refer to KIQs as Key Insight Topics (KITs) instead. This article will use the term KIQs.

| Column | What it tells you |
| --- | --- |
| **Title** | The question itself |
| **Summary** | A short version of the standing answer built from all records collected to date |
| **What's New** | What changed in the most recent reporting period, and whether it affects the standing answer |
| **Metrics** | How much evidence sits behind the report, including record and stakeholder counts |

Reports update when Sorcero ingests new relevant records. After the month ends, a snapshot of that month's report is saved so you can look back at it later.

* * *

## Pulling the summary

1.  Go to **Strategy** and scan the list for the KIQs relevant to your team's current focus.
2.  Read the **What's New** entry for each one. This is the fastest read on what moved this period.
3.  Click the KIQ to open its detail page.
4.  Click **View Full Report** for the complete standing answer.
5.  Copy the report content into your monthly document, then add your own commentary on top.

* * *

## Reading the report

**The summary** is the standing answer to the question, built from every record collected across all periods. It is not a snapshot of the last month. Read it for the settled picture: what stakeholders are saying, who is saying it, and whether the evidence is converging.

**What's New** covers only the most recent period. It states whether the new records reinforced the existing picture, added a dimension to it, or pointed somewhere different. Three cases to recognize:

| What you see | What it means |
| --- | --- |
| A note that no records have been collected | Nothing has matched this KIQ yet. Reporting starts once matching records arrive. |
| A note that this is the first reporting period so there's no What's New. | Records exist, but there is no earlier period to compare against. Nothing in this entry is a trend. |
| A comparison against the standing answer | Two or more periods of data exist. This is the entry to read for change. |

Treat anything flagged as new or diverging as a prompt to look at the records behind it, not as a conclusion.

**Metrics** tell you how much weight the report carries. Record count and distinct stakeholder count are different numbers: one stakeholder can appear across many records, and one record can involve several stakeholders. A report built from 60 records and 4 stakeholders is a narrower signal than one built from 60 records and 30 stakeholders.

The Metrics column also carries status badges. **Queued for Processing** means the report has not been built yet. **Last Processing Failed** means the most recent attempt did not complete.

* * *

## Working with the records behind a report

1.  On the KIQ detail page, find the **Data Retrieval Summary** section.
2.  Click any tile in that section. The records sidebar opens showing the records behind that tile.
3.  Review the records, then select the ones you want and choose an action:
4.  -   Export to **.xlsx** or **.csv**
    -   Add to a **Collection**
    -   Add to an **Insight**
    -   Add a **Label**

Checking two or three source records before you quote a finding in a leadership summary is worth the two minutes.

* * *

## What to expect

-   Reports are built only from records in your project. Nothing outside your data is used.
-   A KIQ added today will show no data until the next report is built. Check back the following day.
-   Counts and attributions come from record metadata. If a field is missing on a record, that record still counts but is left out of that breakdown.
-   Adding or editing KIQs requires admin permissions. Most users can read the matrix but not change it.