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Add a Report Card

If you want to get a quick view of a Report as soon as you log in, consider adding the Report directly to your default Board.

 

Which Reports can I add to a Board?

The following Reports can be added to any Board:

Activity

Engagement

Impact

Attribute

 

How do I add a Report to a Board?

NOTE: Only a Board's Editors and people with the "Global Board Administrator" and “View - Reports” permissions can add a Report Card to a Board.

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

  • Click 2017-12-15_1647.png in the top right corner of the Board.

  • Click ReportCardButton.png in the resulting drop-down menu.

AddReportCard.jpg

 

In the resulting window:

  • Click the type of Report you want to add - see list above.

  • Enter the title of the Card in the "Card Name" field.

  • Choose which filters will be applied:

    • Date Range: Choose whether to show information from the last week, from the last 1, 3, 6, 9, or 12 months, from all time, or from a custom date range.

    • Workflow: Any of the reports under Activity and Impact have the option of specifying which workflows (Projects, Improvements, Tasks, Charts, and Incidents) you want to be visible on the report.


NOTE: Incidents will only be available for organizations using the Incident Module.

    • Project-Based vs. Stand-Alone: Any of the reports under Activity section, the Impact Summary, the Impact Over Time, the Activity by Attribute, and the Impact by Activity reports allow you to choose whether to include all Items that have impact (“All”), only those Items with impact which are nested under a Project (“Project-Based”), or only those Items with impact which are not nested under another Item (“Stand-Alone”).

 

    • If you're working with any of the reports under the Activity, Impact, or Attribute sections, click 2018-03-28_1702.png next to the "Card Name" field to open the advanced item filter.

      For more information on filtering, check out this support page.

    • Filter by Location(s): By default, data from your whole organization will be included on this Report Card.

      If you only want to see information from a certain Location or Locations (e.g. those Locations which you manage), add each of those Locations to the “Location(s)” field.

  • If you're adding an Activity Over Time Report Card, select either “Total” or “Statuses” to change whether or not the bars specifies the number of Items in each status. Choose between “Create,” “Start,” “Due,” or “Complete” to specify the date Items will be reported on.

  • If you're adding an Activity by Person Report Card, select either “Grid” or “Chart” to specify the style of the report. Choose which team role(s) you want the report to filter by.

  • If you're adding an Activity by Location Report Card, select either “Grid” or “Chart” to specify the style of the report. Choose to include “Originating,” “Responsible,” or both types of locations. Select a number of specified level type(s) in the “Level Type:” drop-down.

  • If you're adding a Cycle Time by Person Report Card, choose which team role(s) you want the report to filter by.

  • If you're adding a Cycle Time by Location Report Card, choose to include “Originating,” “Responsible,” or both. Select a number of specified Level Type(s) in the “Level Type:” drop-down.


  • If you're adding an Engagement by Location Report Card, select either “Grid” or “Chart” to specify the style of the report. Select a number of specified Level Type(s) in the “Level Type:” drop-down. Choose which Badge(s) you want the people in the selected locations to have included in this report by clicking the “Badges:” drop-down.

  • If you're adding an Impact Summary Report Card, check "Expanded View" if you want the expanded breakdown of the financial impact data to be shown by default.

  • If you're adding an Impact by Person Report Card, choose which team role(s) you want the report to filter by.

  • If you're adding an Impact by Location Report Card, choose to include “Originating,” “Responsible,” or “Impact” to specify which locations you want to report on.

  • If you're adding an Attribute Summary Report Card, select which Attributes you want to report on by clicking in the “Attribute:” drop-down. Choose between “Vertical Bar,” “Horizontal Bar,” “Pie,” or “Pareto” to specify the style of your report. Select either “Total” or “Statuses” to change whether or not the bars specifies the number of items in each status.

  • If you're adding an Activity by Attribute or an Impact by Attribute Report Card, select which Attributes you want to report on by clicking in the “Attribute:” drop-down.

  • Click 2017-12-15_1649.png.

NOTE: Boards have a maximum Card limit of 16. Once a Board has 16 Cards users cannot add or copy additional Cards to that Board until a Card on that board has been deleted.



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