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User Impact Report

This Report allows you to track impact on a per person basis.

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Working with the Report

  • Only information about items people have authored is included by default, but selecting or deselecting "Author," "Responsible," "Assigner," and/or "Collaborator" will add or remove the relevant data from the Report.

  • 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.

  • 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.

  • By default, this Report shows the total financial impact of all items with which a user was associated, regardless of credit splitting.

    If you check the box next to “Show Credit,” however, the Reports will show only the financial impact with which each user was specifically credited. That means:

    • If a person worked on a financially impactful Improvement with split credit but was not assigned any credit, the impact of that Improvement will not appear on this version of the Report.

    • If a person worked on a financially impactful Improvement and credit was not split at all, the impact of that Improvement will not appear on this version of the Report.

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You can also:

  • Click any of the data points 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:

  • High performing people. Give frequent recognition to your most successful improvers.

  • People who are disengaged. Identify the root cause of their disengagement and come up with a solution.

  • People submitting lots of Improvements that do not result in a change. These people likely need coaching to understand the goal of your continuous improvement program.

 

Have more questions? Submit a request