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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:

  • Improvement Curve

  • Project Curve

  • User Engagement Summary

  • Impact Summary

  • User Participation Summary

  • Attribute Summary

  • Impact Over Time 

How do I add a Report to a Board?

NOTE: Only a Board's Editors and people with the "Global Board Administrator" permission can add a 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 2018-04-18_1300.png in the resulting drop-down menu.



In the resulting window:

  • Click the type of Report you want to add - Improvement Curve, Project Curve, User Engagement, Impact, User Participation, or Attribute.

  • 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.

    • Project-Based vs. Stand-Alone: The Improvement Curve, Project Curve, and the Impact Summary Reports allow you to choose whether to include all Improvements (“All”), only those which are part of a Project (“Project-Based”), or only those which are not part of a Project (“Stand-Alone”).

    • If you're working with an Improvement Curve, Project Curve, Impact, or Attribute Card, click 2018-03-28_1702.png next to the "Card Name" field to open the advanced filters. 

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

    • Filter by location: 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 Impact Summary Report Card, check "Expanded View" if you want the expanded breakdown of the financial impact data to be shown by default.

  • 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.


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