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Reports Summary

Access Reports

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KaiNexus Reports show your engagement, activity, impact, and system metrics at every level of the organization.

  • Click "Reports" in the left navigation bar.

  • You will see your organization’s Snapshot as well as a series of Reports grouped by category - activity, engagement, impact, and system. Each Report provides insight into your organization’s improvement culture.

 

The Locations Sidebar

Every KaiNexus Report, including the Snapshot, includes a location sidebar along the left side. This allows you to filter by location in your Reports. (If you don’t select any locations, the entire organization will be included by default.)



  1. Use the search box to look for a specific location.

  2. Click  to filter results by Level Types (e.g. departments, hospitals, factories, etc.). 

  3. Click  to view the whole organization in the location sidebar.

  4. Click  to display only the top levels of your organization.

  5. Click  to collapse the sidebar. Click  to expand the sidebar.

 

Pro Tip: To select multiple locations, hold down the ctrl key while clicking on each location. To select all locations in a range, hold down the shift key while clicking the first location in the range and then the last location in the range.

 

Using Reports

Activity, engagement, impact, and system metrics are displayed automatically in KaiNexus in various reports. You can adjust which information is displayed in the Snapshot or in each Report:

  • Locations: Include information from every location in the Network or select which location(s) you want to include.

  • Date Range: Show information from the last 1, 3, 9, or 12 months, all time, or a custom date range.

  • Project-Based vs. Stand-Alone: The Improvement Curve, Project Curve, User Activity Board, Location Activity Board, User Impact Board, and the Impact Summary Report allow you to choose whether to include all Improvements, only those which are part of a Project, or only those which are not part of a Project.

    Pro tip: Project-Based Improvements are related to your top-down improvement work (i.e. strategic deployment), while stand-alone Improvements relate to your bottom-up improvement work.

  • Advanced Filters: Many of the same filters you see when filtering a list of Improvements are available on certain reports. For information on using these filters, check out this support page. The following reports have these advanced filter options:

    • Improvement Curve

    • Project Curve

    • Statuses

    • User Activity Board

    • Location Activity Board

    • Impact Summary

    • User Impact Board

    • Location Impact Board

    • Improvement Impact Board

    • Project Impact Board

  • Export: You can export any of the "board" Reports (such as the Location User Count Board or the Location Engagement Board) into an Excel document by clicking  at the bottom of the Report.

 

Reports Snapshot

Get an overview of every aspect of your organization’s improvement culture in the Reports Snapshot.

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  • The top half of the Snapshot gives insight into the activity, engagement, and impact of all Improvements completed during the selected time period.

    Find more detailed Reports on each of these topics in the bottom half of the Reports page.


  • Improvement, Project, Task, and Incident (if the Incident Add-On is active for your organization) Status Bars: See the statuses of all items submitted in the selected time period: new, overdue, planned, active, resolution submitted, completed, and deferred.

    Pro Tip: Clicking any of the colored bars on this page will open a list of all those items submitted within the set time period that currently hold that status.

For more information on the Snapshot, check out this support page.



Improvement Curve

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  • This chart shows the number of submitted vs. completed Improvements.
    A high slope of submissions and completions indicates a healthy improvement culture.

  • An inflection point in the slope of submission and completion usually reflects a change in leadership behaviors or improvement processes.

  • A low slope of submissions and completions is a warning sign of an unhealthy improvement culture.

 

Bottleneck Alert

If you have more improvements being submitted than being completed, you have divergence. This risks slowing down your improvement efforts, decreasing engagement, and ultimately damaging your improvement culture.

Solutions:

  • Make sure leaders are promptly assigning new Improvements

  • Make sure people are completing the Improvements they’ve been assigned

 
See how Improvements are being submitted by looking at the icons in the bottom right corner of this Report.

 

Project Curve


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The Project Curve Report lets you track your Projects' start and end rates to assess the growth of your improvement culture over time. In most organizations, their Improvements and Projects will have different characteristics. Typically, there will be fewer Projects being worked on than Improvements. Projects will also typically take longer to complete than Improvements. We see organizations being more successful when Projects are directly tied to strategic goals and their cycle time doesn’t take forever to complete.

 

Things to look out for:

  • A high slope of Projects starting and ending indicates a healthy improvement culture. One also must be cognizant that starting too many Projects at once can often decrease the completion rate of the Projects. Every organization will have a different Project completion capacity and the Improvement team will need to study the characteristics of their own organization to maximize their top-down improvement potential.

  • An inflection point in the slope of starting and ending usually reflects a change in leadership behaviors or improvement processes.

  • A low slope of starting and ending is a warning sign of an unhealthy improvement culture. Studies have shown that approximately 20% of an organization’s improvement potential comes in the form of larger in scope top-down improvement projects. We often see that when this curve is low, it has more to do with the fact that Projects are occurring but KaiNexus is not being used to track them, so make sure not to jump the solution before studying the problem.

 

Bottleneck Alert

If you have more Projects improvements being started than being ended, you have divergence. This risks slowing down your improvement efforts, decreasing engagement, and ultimately damaging your improvement culture. Divergence will play a larger role in your Project curve, as the cycle time for completing larger top-down Projects will be greater than smaller scoped Improvements. Having said that, having too large of a cycle time for Projects can result in them either no longer being a high priority and therefore not completed or when they are completed they’re no longer relevant. Naturally, this will be very organization-specific and will be heavily influenced by the height and scope of the Projects.

Solutions:

  • Make sure people are ending Projects when they reach their end date or that the end date is updated with an explanation of why the original date was not met.. This will signify that leaders are taking improvement seriously.

 

Statuses



This chart tracks how many Improvements were submitted in the selected month and shows the current status of each Improvement. It shows the growth of a continuous improvement culture over time:

  • The more Active (Green), Planned (Light Green), and Complete (Black) Improvements, the better.

  • Overdue (Red): Should be kept to a minimum. You don't want there to be a lot of overdue Improvements from several months ago, as this is indicative of a bottleneck.

  • New (Blue): Should appear only in the most recent month. Otherwise, a bottleneck is indicated.

 

Bottleneck Alert:
Lots of New Improvements indicates that leadership is failing to respond quickly and assign New Improvements. Lots of Overdue Improvements indicate that people are not implementing Improvements in a timely manner. A decline in the number of Improvements indicates a drop in engagement.

Solutions:

  • Make sure leaders are promptly assigning new Improvements.

  • Make sure people are completing the Improvements they’ve been assigned.



User Activity Board



This Report allows you to monitor the engagement levels of your staff and leaders. Decide for which roles - such as Responsible and Assigner - data should be included using the buttons at the top left. You can look for:

  • People who submit lots of Improvements which result in no change. They might need coaching on what continuous improvement is and how to come up with implementable ideas.

  • People who submit lots of Improvements that result in changes - give these employees a shout out!

  • Leaders in locations with low change rates are having a hard time finding ways to implement some aspect of an Improvement. Try to understand why implementation rates are so low.


Bottleneck Alert:
Leaders responsible for lots of Improvements aren’t delegating work properly; they may get overwhelmed, and improvement will peter out.

Solutions:

  • Make sure leaders are encouraged to delegate work.

 

Location Activity Board



This Report allows you to monitor the performance of the different Locations in your organization. You can decide whether to include data for Improvements which originated or were handled by a Location using the "Originating" and "Responsible" toggle buttons at the top of the Report.

Look for:

  • Locations within your organization that are contributing lots of Improvements and driving your key metrics. The employees and leaders there deserve recognition and reward!

Pro Tip: You can also filter by Level Type. That way you can understand all work going on around a functional area.

 

Bottleneck Alert:
Lots of overdue Improvements in a location indicate that people are not implementing Improvements.

Solutions:

  • Make sure people are completing the Improvements they’ve been assigned.

 

Location Cycle Time Board


This Report allows you to monitor the Improvement cycle time - how long Improvements are spending in each status - on a per Location basis.

You can filter by whether the Location came up with the idea and where it was actually implemented. Look for Locations within your organization that are taking significantly longer to implement Improvements than other Locations.

Pro Tip: You can also filter by Level Type. That way, you can understand all work going on around a functional area.

Bottleneck Alert:

When Improvements are spending a long time in the New status, leadership may be failing to respond quickly and assign New Improvements. Improvements spending a long time in the Resolution Submitted status indicates that leaders are not promptly reviewing submitted Resolutions. Lastly, Improvements spending a long time in the Overdue status indicates that people are not implementing Improvements.

Solutions:

  • Coach leaders to promptly assign new Improvements so that work can commence.

  • Coach leaders to quickly respond to submitted Resolutions.

  • Make sure people are completing the Improvements they’ve been assigned.

 

User Engagement Summary


This Report allows you to track how engaged your users are in KaiNexus. Select a date range and a category to see how it’s changed over time:

  • # of Annualized Improvements per Person: The average number of Improvements each person submits per year

  • Logged In: The percentage of people who have logged into KaiNexus

  • Used System: The percentage of employees who have done more in KaiNexus than just logging in

 

Pro Tip: In a healthy improvement culture, none of these engagement metrics decrease over time.

 

To get a list of users who meet the requirements (i.e. users who have submitted an Improvement, used the system, or logged in) click .

 

To get a list of users who do not meet the requirements (i.e. users who have not submitted an Improvement, used the system, or logged in) click .

 

User Participation Summary


This Report lets you see how many people are engaged in each Improvement role (submitting Improvements, assigning them to others, and implementing them).

  • The more people who have participated in improvement work in some way, the better. This means that you want your red section to be as small as possible.

  • You don’t want a handful of people submitting and implementing all the Improvements; you want everyone to be engaged.

  • A stronger improvement culture balances the work across a large number of people. This shows that improvement is an ingrained habit across the organization.

 

Location Engagement Board


This Report lets you monitor the engagement of every Location in your organization.

Pro Tip: You can also filter by Level Type. That way you can understand all work going on around a functional area.

Look for:

  • Locations within your organization that have high engagement levels. The employees and leaders there deserve recognition and reward
    !
  • Locations with low engagement scores. You may want to provide coaching to get those employees involved in the organization’s improvement efforts.



Impact Summary



The Report measures the impact of completed Improvements over time and across Locations. It gives you visibility into the overall change rate and impacts.

Pro Tip: Click on the horizontal bar graph to drill down into the different impact types and see the list of Improvements which resulted in that outcome.

 

User Impact Board


This Report allows you to monitor the impact each person has had.

You can choose for which roles - Author, Responsible, Assigner, and Collaborator - to include data with the toggle buttons at the top of the Report.

  • Give frequent recognition to high performing people. Some fun ideas for awards are:

    1. Quickest to implement

    2. Most likely to spread

    3. Highest number of completed Improvements that resulted in a change

    4. Improvement with the smallest impact

    5. Improvement with the largest impact

  • Find people who are disengaged, identify the root cause of their disengagement, and come up with a solution.

  • People submitting lots of Improvements that do not result in a change likely need coaching to understand the goal of your continuous improvement program.

 

Location Impact Board

 

This Report allows you to monitor the performance of Locations throughout your organization. You can filter by whether the Location identified or implemented the Improvements using the "Originating" and "Responsible" toggle buttons at the top of the Report. You can also decide whether or not to include inactive Locations by using the "Include Inactive Locations" checkbox.

Pro Tip: You can also filter by Level Type. That way you can understand all work going on around a functional area.

Look for:

  • Locations within your organization that are driving your key metrics. The employees and leaders there deserve recognition and reward!

  • Locations that are struggling to achieve an impact. People in these Locations might need some help to get the ball rolling.

    Pro Tip: Pair high-performing and low-performing leaders for coaching opportunities.

 

Improvement Impact Board



This Report allows you to monitor the impact of each Improvement in your organization.

Identify Improvements within your organization that are driving your key metrics. The employees and leaders working on them deserve recognition and reward!

 

Project Impact Board

 

This Report allows you to monitor the impact of each Project in your organization. You can decide whether nested Projects should be included by using the "Nested Projects" and "No Nested Projects" toggle buttons at the top of the Report.

Identify Projects within your organization that are driving your key metrics. The employees and leaders working on them deserve recognition and reward!

 

System Reports

User Counts Over Time:

 

This Report lets you monitor the spread of KaiNexus within your organization by viewing the numbers of Active, Setup, Offline, and Inactive users.

 

 

Location User Count Board:

 

This Report lets you monitor the spread of KaiNexus within each Location of your organization by viewing the number of Active, Setup, Offline, and Inactive users - as well as the Location’s total user count.

Pro Tip: You can filter by Level Type. That way you can understand all work going on around a functional area.

 

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