Report Cards

A Report Card is a Card that displays any of KaiNexus's Activity, Engagement, Impact or Attribute Reports. Report Cards are a great way of providing quick insights into the health of your improvement culture to anyone who accesses a Board.

Keep reading to learn about the following:

• Adding a Report Card
• Editing an existing Report Card

Add a Report Card

Who can add a Report Card?

• The Board's Owner, if they have the "Create Boards" permission.
• The Board's Editors, if they have the "Create Boards" permission.
• Anyone with the "Board Administrator" permission for Boards in that Board's Location.

Add a new Report Card

Open the Board with which you want to work, then:

• Click Add in the top right corner of the Board,

• Click Report in the resulting drop-down menu and the Report Card window will open.
  
  • Select the category of Report you want to add: Activity, Engagement, or Impact. 
    
  • Report: Use the drop-down to select the name of the Report you want to add. 
  • Card Name (required): The name will appear in the Card's primary header and can be used to identify this Card.

• • Add any necessary filters. For more information on filtering each Report, check out the corresponding articles listed here.
  • Edit Report Columns: Customize which columns appear by default on the Report. Your column options will depend on the type of Report. 
    • This option will only be available on Reports with customizable columns, such as the List view of Leaderboard Reports. 
  • Edit List Columns: Choose which Item List columns appear by default when you drill into a data point to see the Items contributing to that result. Custom Impact Columns are not supported. 
    • This option is available on all Activity and Impact Reports except for the Item Curve, Cycle Time by Item, and Impact by Item Report.
  • Location and Below ("by" Location Reports only): When selected, this checkbox includes Locations nested beneath the Locations entered in the Location(s) field on the Report. Uncheck it to include only the selected Locations in the Report. 
  • Show Date Filters: This checkbox will be unselected by default. To add a Date Filter on the Report Card, check this box. 
  • Show Legend: Selected by default, this checkbox displays a legend on the Report Card. Uncheck it to hide the legend.  
    • This option is always visible, but the legend only appears when the Report type and displayed data support it. For example, a Graph view Report that displays Status as bars includes a legend identifying each Status. However, bar graphs that display Item counts do not include a legend, since one is not needed. 
  • Sort: Control by which criteria the Report data should be ordered. Your sort options will depend on the type of Report.  
    • Sort is available for Reports in List and Graph view. Sort will either be unavailable or have no affect if the Report is in any other view. 
  • Show (Impact Summary Reports only): Use the Pie and Impact Bars toggles to choose whether the Change % pie graph, Impact Type bars, or both appear on the Report Card.
    
    • Regardless of these selections, both the Pie graph and the Impact Bars will be included in the expanded view of the Card. 
  • Show (Impact Over Time Reports only; requires Advanced ROI Module): Use the Target, Forecast, and Actual toggles to choose which combination of Resolution Types to display on the Report Card. 
• Click Add. The Card will be created and added to the top left position on the Board.

Edit a Report Card

Who can edit a Report Card?

• The Board's Owner
• The Board's Editors
• The Card's Editors
• Anyone with the "Board Administrator" permission for Boards in the Board's Location.
• Anyone who can access the Board and has the "Card Administrator" permission for Cards in the Card's Location.

Edit a Report Card

To edit a Report Card, locate the Card with which you want to work, then:

• Click the ellipsis in the top right corner of the Card.

• Click Edit in the resulting drop-down menu.
  • Update the filters as necessary. For more information on filtering each Report, check out the corresponding articles listed here.
  • Click Save.

Recommended Reading

• Customize a Card's headers
• Move a Card
• Copy a Card
• Export a Card
• Delete a Card
• Add permissions to a Card