Impact Reports

Impact Summary Report

Measure the impact of completed Items.

The Impact Summary Report lets you see the cumulative outcomes and impacts of your organization's Items.

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:

Working with the Report

The views

If your organization is not using the Advanced ROI module, this Report will only have one view.

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

The Impact Summary Report with the three views marked

  • Actual: Pulls data from Items' Actual Resolutions to calculate their total impact.
  • Forecast: Pulls data from Items' Forecast Resolutions to calculate their total forecasted impact.
  • Target: Pulls data from Items' Target Resolutions to calculate their total targeted impact.

There are three main components to this Report:

  • The total financial impact and time savings are listed across the top of the Report.

The Impact Summary Report with the impact totals marked

    • Some impact types, such as Cycle Time and Lead Time, will only be listed if your organization is using the Advanced ROI module.
    • Hover over any of the impact totals to see its details, or click the caret icon on the far right of the totals to expand their details all at once.
  • The donut chart shows how many Items resulted in a change, no change, or your organization's customized third option. If no Items had one of these outcomes, that segment will not be included in the chart. The total number of completed Items is listed below the chart.

The Impact Summary Report with the donut chart marked

    • Hover over any of the donut chart's segments to see the percentage of completed Items with that outcome.
    • Click the No Change segment to display all the "no change" reasons in the bar chart.
    • Click the Change segment to display all the "changes" or impacts in the bar chart.
    • Click the Third Option segment to display all the "third option" reasons in the bar chart.
  • The bar chart shows how many Items resulted in each of the impact types, no change reasons, or third option reasons. The number of Items that resulted in the selected outcome —change, no change, or third option — is listed below the chart.

The Impact Summary Report with the bar chart marked

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.

The Impact Summary 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.
  • Select Originating, Responsible, or Impact to decide whether the Report should reference Items from the Originating, Responsible, or Impact Location. 

    • By default, both Originating and Responsible will be selected.
    • If Impact is selected, both Originating and Responsible will be toggled off. 
    • If no Location is selected in the Location Picker or Item Filter, the Originating, Responsible, and Impact toggles will not affect Report data. 
  • The ROI checkbox: This checkbox is only available if your organization is using the Advanced ROI module and if the Report currently includes data from Items with recorded Investments. When enabled, if will add an "ROI" percentage to 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 Summary Report with the an arrow pointing to the currency drop-down

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

The Impact Summary Report with the an arrow pointing to the filter icon

  • Click the Locations panel on the left side of the Report to expand it.
  • Impact: Expand the drop-down to choose the impact(s) which should be shown on the Report.

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

There are several lists that can be generated by this Report:

  • Click Total Completed under the donut chart to open a list of completed Items.
  • Click any of the bars in the bar chart to open a list of all Items that resulted in that impact type or reason.
  • Click the Total listed below the bar chart to open a list of Items that resulted in the selected outcome.

Export the Report

To export the Report as a PDF, click the printer icon and the "Print" window will open.

The Impact Summary Report with the an arrow pointing to the printer icon

  • 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.