Engagement Reports

User Participation Summary Report

Track user engagement.

The User Participation Summary Report lets you see how many people submit Items, assign them, and implement them in order to understand the distribution of improvement work in your organization.

Example of a User Participation Summary Report. 

Who can access this Report?

Anyone with the "View Report Data" permission will be able to see this Report.

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

Working with the Report

The data

This Report displays the number of users that are considered to be at a certain level of engagement in a donut chart.

This Report can tell you a lot about the health of your improvement culture:

  • The more people who have participated in improvement work in some way, the better. The smaller the "Not engaged" segment of the donut chart is, the better.
  • You don’t want a handful of people submitting and implementing all the Improvements; you want everyone to be engaged.
  • A stronger improvement culture balances the work across a large number of people. This shows that improvement is an ingrained habit across the organization.

Engagement Thresholds

By default, there are four levels of engagement defined and labeled within the Report. Users who have filled the specified role(s) on Items that meet all other filters defined on this Report will be grouped into one of these levels.

  • Not Engaged: Users who have not filled the specified role(s) on any Items.
  • Minimally Engaged: Users who have filled the specified role(s) on at most 1 Item.
  • Moderately Engaged: Users who have filled the specified role(s) on 2-5.
  • Highly Engaged: Users who have filled the specified role(s) on at least 6 Items.

You can also add additional engagement thresholds (or remove existing ones). To do so:

  • Open the User Participation Summary Report.
  • Click Set Engagement Thresholds and the "Engagement Thresholds" window will open.
    • To add a new threshold:
      • Click the plus icon to the right of the threshold under which you want to add a new threshold. A new row will appear.
      • Title (required): The name will be used to identify this threshold.
      • Upper Limit: Enter the maximum number of Items that apply to this threshold.
      • Color: Expand the color picker to select the color that should represent this threshold in the donut chart. Click Save to close the color picker and finalize your choice.
    • To edit an existing threshold:
      • Click on the field you want to update and make the necessary changes.
    • To delete an existing threshold:
      • Click the x icon to the right of the threshold you want to delete.
    • When you're finished, click Save.

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. First is the "Reference Date" drop-down and second is the "Range" 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.
      • All Time removes any date range parameters. 
      • Custom allows you to enter any date range you want. 
      • Past shows you a rolling date range that counts back from the current calendar date. 
      • Current shows you data for the current week, month, quarter, or year. 
      • Last shows you data for the previous week, month, quarter, or year. 

Ofie Profile PicPro Tip: The Last YTD option helps you set a date range matching the current year-to-date period but for the previous year instead. For example, if it is March 15th, 2024, and you select Last YTD, your Report will cover data from January 1st, 2023, to March 15th, 2023.  This logic is also true for the Last MTD and QTD options. 

  • 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.
  • Click the filter icon and the Item Filter window will open.
  • Click the user icon and the User Filter window will open.
  • Click the Locations panel on the left side of the Report to expand it.
  • User Type: Expand the drop-down to choose the types of users that should be included in the Report's metrics.
  • 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.
    • 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.

See a list of people referenced by the Report

Click any of the segments on the donut chart to open a list of all people it includes.

You can also hover over a segment to open a tooltip that lists the number of people it includes and the percentage of active users that number represents.

Share the Report

To share the Report, select the ellipsis icon. In the resulting drop-down menu, you can export the Report as a PDF or copy it to a Board. 

  • Select Print/Save PDF to export the Report as a PDF. The "Print" window will open.
    • 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.

  • Select Copy to Board to add the Report as a Card on a Board. 
    • In the resulting window, select a Board. All Boards that you have permission to edit will appear as options. 
    • Select Copy to add the Report to your selected Board. All filters and columns included on the Report will be carried over to the Card. 
      • The Report Card will appear at the Board's top left corner.