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Impact by Attribute Report

This Report allows you to view the impact of your items broken down by Attribute.

ImpactbyAttributeList.jpg 

Understanding the List View

  • Attribute: The name of the Attribute configured by your organization.

  • Value: The name of the value of the Attribute configured by your organization.

  • Completed: The total number of Items that have been Completed that have been tagged with the specific Attribute value.

  • Change (%): The percent of the total number of Items that have been Completed and are tagged with the specific Attribute value which have resulted in a change or impact. 

  • Quality: The total number of Items that have been Completed and are tagged with the specific Attribute value which have resulted in a Quality impact.

  • Safety: The total number of Items that have been Completed and are tagged with the specific Attribute value which have resulted in a Safety impact.

  • Satisfaction: The total number of Items that have been Completed and are tagged with the specific Attribute value which have resulted in a Satisfaction impact.

  • Financial Impact (Actual): The total number of Items that have been Completed and are tagged with the specific Attribute value which have resulted in a Financial impact (not including Soft Savings).

  • Time Savings (Hours) (Actual): The total number of hours saved from Items that are tagged with the specific Attribute value.

  • Time Savings (Dollars) (Actual): The total amount of time saved in monetary value from Items that are tagged with the specific Attribute value. Note: This is calculated through the use of Time Savings People.

 

ImpactbyAttributeGraph.jpg

Understanding the Graph View

  • In the “Display:” drop-down, select which Attribute(s) to see that number of Items that are tagged with each of the Attributes' values.  

  • In the “Sort:” drop-down, select which Attribute to determine how the Attribute values are organized on the X-Axis.

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

Understanding the Report

If you only want to see the data for certain Attribute Types, add their names to the “Attribute” field near the top left corner of the Report

When you open one of the three Attribute Reports, it will show data involving the Value Attributes by default. That’s because these Reports cannot simultaneously present data from all three kinds of Attribute Types.

If you want to see data involving another kind of Attribute Type, though, you can! Once you’ve opened the Report:

  • Click inside the “Attribute” field near the top of the Report.

  • In the resulting drop-down menu, click the name of either a Location or Person Attribute Type.

    If you clicked a Location Attribute Type, the Report will update to show its data and the drop-down itself will update to only list other Location Attribute Types. If you want to see data about multiple Location Attribute Types, click their names in that list as well.

    If you clicked a Person Attribute Type, the Report will update to show its data and the drop-down itself will update to only list other Person Attribute Types. If you want to see data about multiple Person Attribute Types, click their names in that list as well.

  • If you want to the original view and drop-down, delete each of your selections from the “Attribute” field.

 

Working with the Report

  • 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 three additional options:

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

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

    • 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.

  • Click 2018-04-06_1446.png near the top left corner of the page to make use of the advanced filters.

  • 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.

You can also:

  • Click any of the data points on this Report to open the list of items 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

 

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