Impact by Attribute Report

View the impact of Items broken down by Attribute.

The Impact by Attribute Report lets you see which Attributes and Attribute Values are associated with the greatest impact.

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 Attribute section of the Reports page. It can also be added as a Card on a Board.

Working with the Report

• Understand the Report's views
• Use filters to control which data are referenced by the Report
• See a list of Items referenced by the Report
• Export the Report

The views

If your organization is not using the Advanced ROI module, this Report will have two views. Click the name of the view you want to see to toggle between them.

• List: Shows the total financial impact of the Items associated with each Attribute and Attribute Value, 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 Attribute Value.
  • 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.

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

• The List and Graph views described above.
• Bowling: Displays the Actual, Target, and Forecast impacts of the Items associated with each Attribute Value as a bowling chart, color-coding the Actual impact based on whether or not it matches or exceeds either the Target or Forecast impacts.
  
  • Show: Click Target, Forecast, and/or Actual to add or remove them from the chart.
    • If only "Target" is disabled, the "Reference" option will disappear and the Actual impact will automatically be compared to the Forecast impact.
    • If only "Forecast" is disabled, the "Reference" option will disappear and the Actual impact will automatically be compared to the Target impact.
    • If only "Actual" is disabled, the "Reference" option will disappear and no comparisons will be made.
    • If any two options are disabled, the "Reference" option will disappear and no comparisons will be made.
  • Reference: Click Target or Forecast to switch between them. Whichever is selected will be compared to the Actual impact.

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.

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. 

• Click the filter icon and the Item Filter window will open.
  
  • Update the filters to control which Items are included in the Report.
  • Click Save.

• Click the Locations panel on the left side of the Report to expand it.
  
  • Filter the Report by Location and only Items tied to the selected Locations will be included in the Report.
• Attribute: Expand the drop-down to choose which Attribute(s) should be included in this Report.
• Impact: Expand the drop-down to choose the impact(s) which should be shown on the Report.
  • If an Impact has multiple Impact Values, an additional Impact Values drop-down will appear. Use this dropdown if you want to report on specific Impact Values within an Impact. 

• The Cumulative checkbox: When enabled this Report will reflect the cumulative impact of the Items associated with each Attribute Value.

See a list of Items referenced by the Report

When in the List view:

• Click any of an Attribute Value's numerical or monetary values to see a list of all Items contributing to that metric.

When in the Graph view:

• Hover over a bar or data point to open a tooltip that lists its exact value.
• Click a bar or data point to open a list of all Items contributing to that metric.

Export the Report

To export the Report as a PDF, click the printer icon and the "Print" window will open. This option is only available in the List and Graph views.

• 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.

To export the Report as an XLSX document, click the spreadsheet icon. This option is only available in the List view.