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Impact by Location Report

This Report allows you to track impact on a per Location basis.

ImpactbyLocationReport.jpg

Understanding the List View

  • Location: Each individual Network Location set up by your organization.

  • Completed: The total number of Items that have been Completed within the specified Network Location.

  • Change (%): The percent of the total number of Items that have been Completed within the specified Network Location which have resulted in a change or impact.

  • Quality: The total number of Items that have been Completed within the specified Network Location which have resulted in a Quality impact.

  • Safety: The total number of Items that have been Completed within the specified Network Location which have resulted in a Safety impact.

  • Satisfaction: The total number of Items that have been Completed within the specified Network Location which have resulted in a Satisfaction impact.

  • Financial Impact (Actual): The total number of Items that have been Completed within the specified Network Location which have resulted in a Financial impact.

  • Time Savings (Hours) (Actual):  The total number of hours that have been saved from Items within the specified Network Location.

  • Time Savings (Dollars) (Actual): The total amount of time saved in monetary value within the specified Network Location. Note: This is calculated through the use of Time Savings People. 


ImpactbyLocationGraph.jpg

Understanding the Graph View

  • In the “Display:” drop-down, select which impact criteria to see that number of Items for each Network Location.

  • In the “Sort:” drop-down, select which impact criteria to determine how the Network Locations are organized on the X-Axis.

  • In the “Max:” field, specify the number of Network Locations you would like to show up on the Report. (Note: Maximum of 50) 

 

Working with the Report

  • Only information about items that originated in each Location is included by default, but selecting or deselecting "Originating," "Responsible," and "Impact" will add or remove the relevant data from the Report.

    Check the box next to "Include Inactive Locations" if you want Locations that have been deleted to be listed on this Report.

  • Report data can be displayed in List or Graph format. To switch between the two views select the ListMode_Report_.png or GraphMode_Report_.png toggles located below the Advanced Filter.

  • 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 drop-downs are three additional options:

    • Click "All" to include all Improvements that meet the rest of the filter requirements.

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

    • Click "Stand-Alone" to include only Improvements that meet the rest of the requirements and are not nested under a Project.

  • Pick a Level Type (or Types) in the "Level Type" field to list only Locations of a certain type on the Report.

  • 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.

  • The Network diagram can be found 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 2018-10-03_1253.png near the top of the Report to open the advanced filters.

  • Check the box next to “Aggregate Location & Below” to show all data rolled up to the top level Location.

You can also:

  • Click any of the data points on this Report to open the list of Improvements it is counting. If you don't have the adequate permissions to view them, some items will be excluded from the list.

  • Export the Report to an Excel spreadsheet by clicking 2018-04-25_1238.png near the bottom left corner of the page. 
     

Customize the Columns on your Report

Within the List View, you have the ability to add or remove the columns on the Report by hovering over one of the column headers and clicking on the Columnsort.png icon and hovering over the Columnshoverover.png option. From the resulting list, you may check or uncheck the options you want to include on your Report.

Additional column options include:

NOTE: Forecast and Target column options will only be available to organizations that have enabled the Advanced ROI module.

  • Total Financial Impact (Actual, Forecast, and Target)

  • Cost Savings (Total, One-Time, Recurring & Actual, Forecast, and Target)

  • Revenue Generation (Total, One-Time, Recurring & Actual, Forecast, and Target)

  • Cost Avoidance (Total, One-Time, Recurring & Actual, Forecast, and Target)

  • Product (Total, One-Time, Recurring & Actual, Forecast, and Target) - Advanced ROI

  • Resource (Total, One-Time, Recurring & Actual, Forecast, and Target) - Advanced ROI

 

Things to 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.

    Pro Tip: Pair high-performing and low-performing leaders for coaching opportunities.

 

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