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Improvement Activity by Location

With this Report, you can drill down into any level of your organization to find the areas that are actively improving their work and those which could use more coaching.



Working with the Report

  • Only information about items that originated in each Location is included by default, but selecting or deselecting "Originating" and "Responsible" will add or remove the relevant data from the Report.
  • Report data can be displayed in Grid or Chart format. To switch between the two views, select the grid.JPG orchart.JPG  toggles located below the Advanced Filter.


  • The date range options are listed along the top of the page. Choose between 1 week, 1 month, 3 months, 6 months, 9 months, 12 months, all time, or a custom range by clicking on the corresponding option.


  • Beneath the date ranges are three additional options:

    • Click "All" to include all Improvements that meet the rest of the filter requirements.

    • Click "Project-Based" to include only Improvements that meet the rest of the requirements and are nested under a Project.

    • Click "Stand-Alone" to include only Improvements that meet the rest of the requirements and are not nested under a Project.

  • Pick a Level Type (or Types) in the "Level Type" field to list only Locations of a certain type on the Report.

  • The Network diagram can be found along the left side of the page. Use this to filter the Report by Location - only items tied to the selected Locations will be included in the Report.

  • Click 2018-10-03_1253.png near the top of the Report to open the advanced filters.

You can also:

  • Click any of the data points or status bars on this Report to open the list of Improvements it is counting. If you don't have the adequate permissions to view them, some items will be excluded from the list.

  • Export the Report to an Excel spreadsheet by clicking 2018-04-25_1238.png near the bottom left corner of the page. 


Things to 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!

Bottleneck Alert:
Lots of overdue Improvements in a Location indicate that people there are not implementing Improvements in a timely manner.


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


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