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Engagement by Location Report

This Report lets you track user engagement on a per Location basis. This Report can be displayed in either Chart or Grid format.

EngagementbyLocationList.jpg 

Understanding the List View

  • Location: Each individual Network Location set up by your organization.

  • Logged In (%): The percentage of Users that have logged into the system in the selected timeframe that resides within that Network Location.

  • Used System (%): The percentage of Users that are responsible for a change that appears as a timeline entry in the selected timeframe that resides within that Network Location.

  • Submitted Improvements (%): The percentage of Users that have submitted an Improvement in the selected timeframe that resides within that Network Location.

  • Annualized Improvements: The number of Improvements per year that reside within that Network Locations.

  • Badges: The number of Badges that Users have been awarded in the selected timeframe that reside within that Network Location.

  • People: The number of Users in the selected timeframe that reside within that Network Location.

 

EngagementbyLocationGraph.jpg

Understanding the Graph View

  • In the “Display:” drop-down, select between “Logged In (%)”, “Used System (%)”, “Submitted Improvements (%)”, “Annualized Improvements”, “Badges”, or “People - Total Count” to see that number of Items with each Network Location.

  • In the “Sort:” drop-down, select between “Logged In (%)”, “Used System (%)”, “Submitted Improvements (%)”, “Annualized Improvements”, “Badges”, “People - Total Count”, or “Name” to determine how the Network Locations are organized on the x-axis.

  • In the “Max:” field, specify the number of Network Location you would like to show up on the Report. (Note: Maximum of 50)

Working with the Report

  • To switch views from List to Graph toggle the ListMode_Report_.png or GraphMode_Report_.png buttons located below the advanced filter icon Advanced_filter.png.

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

  • Clicking the “Range:” drop-down near the top of the Report will allow you to select the date range options. Choose between 1 week, 1 month, 3 months, 6 months, 9 months, 12 months, all time, or a custom range by clicking the corresponding option.

  • Clicking the “Reference Date:” drop-down near the top of the Report will allow you to select the date of the Item that is being referenced when determining if the Item is within the selected date range. Choose between “Create”, “Start”, “Due”, or “Complete” by clicking the corresponding option.

  • Beneath the drop-downs are the different types of workflows. Choose from “Projects”, “Improvements”, “Tasks”, “Charts”, and “Incidents.” All workflows are displayed on the Report by default, but you can click any of the workflows to specify which workflows you want to include on the Report.

    NOTE: Incidents will only be available for organizations using the Incident Module.
  • Your Network is visualized in the Location Panel 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.

  • Check the box next to “Aggregate Location & Below” to show all data rolled up to the top level Location.

You can also export the Report to an Excel spreadsheet by clicking SaveXLSXbutton.png near the bottom left corner of the page.

 

Things to look for:

  • Locations that have high engagement scores. 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.

 

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