Impact Reports

Impact by Location Report

Track impact on a per Location basis.

The Impact by Location Report lets you see the Impact generated by each Location in your organization.

Example of Impact by Location Report in List view. For each Location in the Report, you can view key Impact data for the Location'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 added as a Card on a Board.

Working with the Report

The views

If your organization is not using the Advanced ROI module, the Report will have two views: List and Graph. To toggle between them, click the name of the view you want to see. 

  • List: Shows the total financial impact of the Items that originated from or were worked on by each Location, 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 Location.
    • 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.

Ofie Profile PicPro Tip: Are you unsure what all the options in the Display as Bar and Display as Line drop-downs mean? Check out this article to learn more about important Impact terminology.

If your organization uses the Advanced ROI module, this Report will have a third view called Bowling view. 

  • Bowling view displays each Location's Actual, Target, and Forecast Impacts as a bowling chart, color-coding the Actual impact based on whether or not it matches or exceeds the Target or Forecast impacts.
    • Show: Select any combination of Target, Forecast, Actual, Current Forecast, and Actual Variance to add or remove them from the report. 
      • By default, Target, Actual, and Forecast Impact will be selected. 
      • Current Forecast displays the Actual Impact for past time intervals and the Forecast Impact for present and future time intervals.  This gives you a dynamic outlook on Impact that considers the current date. 
      • Actual Variance displays the difference between the Actual Impact and Target or Forecast Impact, depending on which is selected as the reference. This helps you see how much the Actual Impact differs from prior estimates. 
    • Reference: Pick which data series you want the Actual Impact to reference when color-coding the chart. You can select Target, Forecast, or None. 
      • Selecting None will result in a chart that is not color-coded. 
    • The Column Totals checkbox: When selected, you will see a footer at the bottom of the Report that summates the data in each time interval. 
    • The Row Totals checkbox: When selected, you will see an additional "Total" column on the left of the time intervals that summates data in each row. 
    • The Future Color checkbox: When selected, time intervals in the future will be color-coded according to whether the Actual Impact is greater or lesser than the referenced Impact. 
      • This checkbox is unselected by default, so future intervals will not show false results due to Actual Impact not being logged yet. 

Regardless of the view, you should look for:

  • Locations within your organization that are driving your key metrics. The employees and leaders there deserve recognition and reward!
  • Locations that are struggling to achieve an impact. People in these Locations might need some help to get the ball rolling.

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.
  • 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 Filter or Item Filter, the Originating, Responsible, and Impact toggles will not affect Report data. 
  • 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.
  • Currency Conversion: Currency conversion is only available if your organization has multiple currencies and the Advanced ROI Module. When currency conversion is enabled, there will be two currency drop-downs. 
    • Reported in: This drop-down determines which Impacts are included in the Report based on their original currency. When a currency is selected, the Report will include all Impacts logged in that currency. For example, if a project's Impact was recorded in USD, then USD must be included in this field for the project's data to appear in the Report. 
      • This drop-down is multi-select. If you want to consider all Impacts in your organization regardless of their currency, then select all options or choose Any Currency.
      • By default, your Location's default currency will be listed. 
    • Display As: This drop-down determines which currency the Report displays. All Impacts that match your filters will be converted to the currency selected. For example, if you choose USD and EUR in the "Reported in" drop-down and then you display the data as EUR, the system will convert USD Impacts to EUR and display all data as EUR. 
      • This drop-down is single-select. The Report can only display data in one currency at a time. 
      • By default, your Location's default currency will be selected.

Ofie Profile PicPro Tip: The system will use your selection in the Reference Date drop-down when determining which Exchange Rate to use for the currency conversion. For example, if you select "Realized In," the Impacts are converted using the Exchange Rate active on their Realized Date. If you select "Created In," Impacts are converted using the Exchange Rate active during their Item's Create Date. Check out our article about setting your organization's Exchange Rates to view current and historical Exchange Rates configured by your organization.

  • Click the filter icon and the Item Filter window will open.
  • Click the Locations panel on the left side of the Report to expand it.
  • The Include Inactive Locations checkbox: When enabled, inactivated Locations and their impacts will be listed in this Report.
  • Level Type: Expand the drop-down to choose the types of Locations that should be listed in the Report.
  • Impact: Expand the drop-down to choose the Impact(s) which should be shown on the Report.
    • If an Impact supports Impact Values, which are additional classifications beneath the Impact, 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.

  • The Location & Below checkbox: When selected, each Location on the Report will include data for itself and all Locations nested beneath it. Use this checkbox when you want to see data "roll-up" to higher-level Locations. 

Show Goals on the Report

There will be a Goal dropdown if your organization has at least one Impact Goal created. The dropdown contains each of your organization’s Impact Goals. If your organization does not have any Impact Goals, this dropdown will be absent. 

Reports Section - Impact by Location Goal dropdown

Ofie Profile PicPro Tip: Check out this article learn more about how Goals work and different ways you can visualize them. 

When you make a selection in the Goal dropdown, any existing Filters being applied to the Report are cleared and replaced with Filters matching the criteria of your selected Goal. This ensures the Report displays all Impacts contributing to the Goal.

Impact by Location - Filter reset

Example of what the Report controls look like after a Goal has been selected

Ofie Profile PicWarning:  You can continue to tweak Report Filters after the Goal has been selected, but it might result in the Goal no longer being shown in the Report. 

Use either List view or Graph view to Report on Goals. Bowling view does not support Goals. 

  • List view provides columns displaying the Goal and % to Goal for each Location. These columns are added automatically when you select a Goal.  
    Reports Section - Impact by Location List view with Goals
    • The Goal column displays the Location’s Goal Value.
    • The % to Goal column displays the Location’s progress toward its Goal expressed as a percent of the Goal.
    • If a Location does not have a Goal set, the Goal and % to Goal columns will show “-”. 
  • Graph view displays gray Goal bars overlaid on the graph to visualize how close each Location is to its Goal.
    Reports Section - Impact by Location with Goals
    • The blue bars represent each Location's current progress toward its Goal. Hover over the blue bar to view a tooltip with the Impact total for that Location. 
    • The gray bars represent each Location's Goal. Hover over the gray bar to view a tooltip with the Goal Value for that Location. 

The Location & Below checkbox on the Report edit menu controls which Goal is displayed. 

Reports Section - Location & Below Checkbox

  • If Location & Below is not selected, the Report will show Location Only Goals. Contributions from Locations nested beneath each Location will not be included.
  • If Location & Below is selected, the Report will show the Location & Below Goals. Contributions from Locations nested beneath each Location will be included.

Ofie Profile PicPro Tip: Control which Locations are included on the Report using the Location Filter.

See a list of Items referenced by the Report

When in the List view:

  • Click any of a Location's numerical or monetary values to see a list of all its 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.

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, download it as an XLSX file, 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 Save XLSX to export the Report as a spreadsheet document. This option is only available in the List view.
  • 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.

Impact by Location Report Cards

Impact by Location Reports can also be added as a Card on Boards.

When creating an Impact by Location Report Card, you use the same filters discussed in this article to build the Report. However, you will have an additional Sort option when the Report is in List view. 

  • Sort: Use the drop-down to decide by which criteria the Report should be ordered. For example, sorting by Cost Savings will result in a list where the Location with the most Cost Savings associated with its Items will be listed first.