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Impact Summary Report

This Report enables you to measure the impact of completed items and the rate of change over time and across Locations.

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Understanding the Report

1. The total financial and time savings are listed across the top of the Report. Hover over those values or click 2018-07-01_1821.png to see the data broken down further.

2. The donut chart tells you how many Improvements resulted in change, no change, or your organization's customized third option (if your organization has created one).

  • Clicking the green section of the donut will display all the "change" outcomes in the bar chart.

  • Clicking the gray section of the donut will display all the "no change" reasons in the bar chart.

  • Clicking the dark gray section of the donut will display all the "third option" reasons.

  • Click "Total Completed" below the donut to open a list of all completed Items.

3. The bar chart tells you how many Items have resulted in each of the changeno change, or third option outcomes.

  • Clicking one of the bars will open a list of all the Items that resulted in that outcome.

  • Clicking "Total Change" beneath the bar chart will open a list of all the Items that resulted in the selected outcome type - changeno change, or third option.

 

Working with the Report

  • If your organization has the Advanced ROI module enabled, you have the ability to toggle between the different Resolution types. Choose Actual, Forecast, or Target by clicking the corresponding option.

  • Clicking the “Impact” drop-down allows you to filter the Report by a specific Impact Type(s).

    NOTE: Selecting Impact(s) from the drop-down will limit the Report to only show values of the selected Impact(s). However, selecting Impact(s) within the Advanced Filter Advanced_filter.pngwill filter all Items with those Impact(s) but the values on the Report will display all of the Impact values of those filtered Items. 

  • 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.

  • Beneath the workflow options are three additional options:

    • Click "All" to include all Items where the start date of the report is the first date that had data.

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

    • Click "Stand-Alone" to include only Items that meet the rest of the requirements and are not nested under another Item.

  • By default, the Report is set to only include Items that have been completed within the system, however, if you choose to include Items that are still in progress you can do so by unchecking the “Only Complete” checkbox.

  • 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.

  • Click 2018-04-06_1446.png near the top of the Report to open the advanced item filter.

 

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