Impact Reports

Impact by Person Report

Track impact on a per person basis.

The Impact by Person Report lets you see the impact generated by each person in your organization.

Who can access this Report?

Anyone with the "View Report Data" and "View Impact" permissions will be able to see this Report.

This Report can be accessed under the Impact section of the Reports page. It can also be added as a Card on a Board.

Working with the Report

The views

If your organization is not using the Advanced ROI module, this Report will have two views. Click the name of the view you want to see to toggle between them.

  • List: Shows the total financial impact of the Items on which each user has filled the specified role, the total time savings of those Items (in time and in monetary amounts), and the number of those Items which resulted in quality, safety, and satisfaction improvements.
    • Customize the impact columns on the report by hovering over a column's header and selecting the caret icon
      • Sort Ascending will arrange the data from low to high Impact based on the column you selected. 
      • Sort Descending will arrange the data from high to low Impact based on the column you selected. 
      • Columns will open an additional dropdown menu where you can customize which columns appear on the report. 
        • In addition to columns that report Impact in currency, the Environmental Impact, Product, Resource, and Waste Impact Categories will also have columns that report Impact in their non-currency units. These columns will have "Values" appended to the end of the category name.
  • Graph: Displays the selected data as a bar graph.
    • Display as Bar: Expand the drop-down to select the dataset that should be represented as a bar on the graph. By default, this Report will show the total final impact per user.
    • Display as Line: Expand the drop-down to select the dataset that should be represented as a line on the graph.
    • Sort: Expand the drop-down to select by which criterion this dataset should be ordered.
    • Max: Enter the number of data points that should be represented on this graph. By default, this Report will show 15 data points, but it can be configured to show 1-50.
    • Show Values: When enabled, the value of each data point will be displayed on the graph.

If your organization is using the Advanced ROI module, this Report will have three views:

  • The List and Graph views described above.
  • Bowling: Displays each user's Actual, Target, and Forecast impacts as a bowling chart, color-coding the Actual impact based on whether or not it matches or exceeds either the Target or Forecast impacts.
    • Show: Click Target, Forecast, and/or Actual to add or remove them from the chart.
      • If only "Target" is disabled, the "Reference" option will disappear and the Actual impact will automatically be compared to the Forecast impact.
      • If only "Forecast" is disabled, the "Reference" option will disappear and the Actual impact will automatically be compared to the Target impact.
      • If only "Actual" is disabled, the "Reference" option will disappear and no comparisons will be made.
      • If any two options are disabled, the "Reference" option will disappear and no comparisons will be made.
    • Reference: Click Target or Forecast to switch between them. Whichever is selected will be compared to the Actual impact.

The filters

Any relevant filters in use on the main Reports screen will be automatically applied to this Report but can still be configured as needed.

  • There are two date-based drop-downs in the List and Graph views, and three in the Bowling view (which is only available if your organization is using the Advanced ROI module). From left to right, there's the "Reference Date" drop-down, the "Range" drop-down, and the "Interval" drop-down. 
    • Reference Date: Expand the drop-down to choose which type of date should be referenced by the Report. For example, select "Created in" if you want the Report to reference only those Items that were created in the specified date range.
    • Range: Expand the drop-down to choose the range of dates that should be included in the Report.
    • Interval: Expand the drop-down to choose the interval, or "buckets," by which the Report should be organized.

The Impact By Person Report with the two date drop-downs marked

  • Workflow: Expand the drop-down to choose which workflows should be included in the Report.
  • Template: Expand the drop-down to choose which Templates should be included in the Report.
  • The Only Complete checkbox: When enabled, this Report will only include data from completed Items; when disabled, it includes data from any Item that has a Resolution saved, regardless of status. 
  • Currency: This option is only available if your organization has multiple currencies enabled. By default, the Report will only show the financial impact of Items using your location's default currency. To change the Report's currency, expand the Currency drop-down and select the desired currency.

The Impact by Person Report with the an arrow pointing to the currency drop-down

  • Click the filter icon and the Item Filter window will open.

The Impact By Person Report with an arrow pointing to the filter icon

  • Click the user icon and the User Filter window will open.

The Impact By Person Report with an arrow pointing to the user filter icon

  • Click the Locations panel on the left side of the Report to expand it.
  • By default, only Items each user has authored are referenced in this Report but you can choose to include Items for which each user filled some other role.

    Click any of the listed team roles to toggle them on or off to include or exclude them from the Report. To quickly include all the team roles, click All.

The Impact By Person Report with the team roles marked

  • The Show Credit checkbox: This option is only available if your organization is using the Advanced ROI module and has credit splitting enabled. When enabled, the Report will show only the financial impact with which each user was specifically credited.
  • Impact: Expand the drop-down to choose the impact(s) which should be shown on the Report.
    • If an Impact has multiple Impact Values, an additional Impact Values drop-down will appear. Use this dropdown if you want to report on specific Impact Values within an Impact. 

Two Line OfieIf you choose the impact(s) via the Item filter instead, the Report will only include data from Items that have those impacts but will still show all impact types.

See a list of Items referenced by the Report

When in the List view:

  • Click any of a user's numerical or monetary values to see a list of all their Items contributing to that metric.

When in the Graph view:

  • Hover over a bar or point on a line to open a tooltip that lists its exact value.
  • Click a bar or point on a line to open a list of all Items contributing to that metric.

Export the Report

To export the Report as a PDF, click the printer icon, and the "Print" window will open. This option is only available in the List and Graph views.

  • Page Size: Expand the drop-down to choose your preferred page size.
  • Scale: Expand the drop-down to choose the scale percentage. This allows you to fit more content on a single page. For example, selecting 50% doubles the amount of content you can fit on one page. Make sure to select "Fit to page" in your browser's print settings.
  • Click either Portrait or Landscape to choose the PDF's orientation.
  • Click Print.

Ofie Profile PicThe Location of the Report will appear on the exported PDF beneath the Report title. 

To export the Report as an XLSX document, click the spreadsheet icon. This option is only available in the List view.

The Impact By Person Report with the printer icon and spreadsheet icon marked