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Add a Report to a Board

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


How do I add a Report to a Board?

Open the Board to which you want to add a Report Card, then:

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

  • Click "Report" in the resulting drop-down menu.



In the resulting window:

  • Click the name of the Report you want to add.

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

  • Choose which filters will be included:

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

  • 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.

  • Click 2017-12-15_1649.png.


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