Impact Over Time Report

See the total impact of Items and the rate of change over time.

The Impact Over Time Report shows you the Impact of Items over time, helping you measure trends and track progress toward your objectives.

Example of the Impact Over Time Report. The black bars represent Actual Impact for each time interval. If you have the Advanced ROI Module, Forecast and Target Impact is visualized as lines on the Report. 

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
• Generated from an Item

Working with the Report

• Understand the Report's views
• Use filters to control which data are referenced by the Report
• Show Goals on the Report
• See a list of Items referenced by the Report
• Share the Report
• Impact Over Time Report Cards

The views

This Report has two views. Click the name of the view you want to see to toggle between them.

• Total: Shows the total impact of Items over time.
  • If your organization is not using the Advanced ROI module, this view will only include a bar graph that represents the financial impact of the referenced Items.
  • If your organization is using the Advanced ROI module, this Report's graph will include:
    • A bar series that pulls data from the referenced Items' Actual Resolutions
    • A line series that pulls data from the referenced Items' Forecast Resolutions
    • A line series that pulls data from the referenced Items' Target Resolutions
    • If the Location(s) included in the Report have a monthly goal in the set date frame, a line series that represents that goal.
    • Click any of those series in the graph's legend to toggle it on or off.
• Attribute: Shows the total impact of Items that are tagged with a value from the selected Attribute over time.
  • No data will be shown on this view until you select an Attribute from the Attribute drop-down.
  • Each of the Attribute's values will be represented by a stacked bar series, the color of which is configured on the Attribute administration page.
  • Click any of those series in the graph's legend to toggle it on or off.

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 three date-based drop-downs. 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.
    • All Time removes any date range parameters. 
    • Custom allows you to enter any date range you want. 
    • Past shows you a rolling date range that counts back from the current calendar date. 
    • Current shows you data for the current week, month, quarter, or year. 
    • Last shows you data for the previous week, month, quarter, or year. 

• • 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 Picker 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 recorded 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, 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.

• Click the filter icon and the Item Filter window will open.
  
  
  • Update the item filters to control which Items are included in the Report's metrics.
  • 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.
• Impact: Expand the drop-down to choose the Impact(s) which should be shown on the Report.
  
  • When this drop-down is empty, all Impact Types, except for Qualitative Impacts, will be included in the Report. 
  • If All Financial Impact is selected, all Impacts in the Cost Avoidance, Cost Savings, Revenue Generation, Product, and Resource Impact Categories will be included. 
  • If All Soft Savings is selected, all Impacts in the Cycle Time, Environmental Impact, Lead Time, Takt Time, Time Savings, and Waste Impact Categories will be included. 
  • If you select an Impact that has Impact Values, which are additional classifications of the Impact, an additional drop-down will appear. 
    • Impact Value: Expand the drop-down to choose which Impact Values should be included in the Report. 

• Investment: Expand this drop-down to choose the Investments that should be displayed on this report. 
  
  • This drop-down will only appear if your organization has the Advanced ROI Module and at least one type of Investment. 
  • When you select an Investment, gray Investment bars will appear behind the Impact bars, helping you evaluate the return on your investment for each time period. Selecting multiple Investments will aggregate them together. 
    
• Attribute: Expand the drop-down to choose the Attribute(s) the Report should reference.  This option is only available when in the Attribute view. 
  • If the selected Attribute has multiple associations, an additional Attribute Type drop-down will appear. Use this dropdown to specify whether you want to reference Items where the Attribute is used in the Item Work Panel, Impact, or AdHoc Field. 

• Use the Display As toggles to determine whether Impact data is displayed in Currency or Units. This selection is important when the Impacts you have selected can be reported both ways. For example, Time Savings can be reported in hours (Units) or the soft savings associated with those hours (Currency). 
  
  • Currency: When selected, Impact data will be displayed in monetary amounts. 
  • Unit: When selected, Impact data will be displayed in units. 
• The Cumulative checkbox: When enabled, this Report will display the total impact (calculated by adding the impact of all preceding values over the selected time period).

Show Goals on the Report

There will be a Goal drop-down 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.

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.

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

You can use either Total or Attribute view while visualizing a Goal on the Impact Over Time Report. However, if you use Attribute view, any Items that meet the criteria of your Impact Goal but do not have the selected Attribute will not be included in the Report. 

In both views, selecting a Goal adds a gold horizontal Goal line to the Report. 

• You must select a Location in the Location Filter for the Goal line to appear on the Report. The Goal line will change position based on the Location's Goal. 

It is possible for each Location to have two Goal Values for a single Impact Goal: a Location Only Goal and a Location & Below Goal. Which Goal is displayed depends on the Location & Below checkbox on the Location Filter. 

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

See a list of Items referenced by the Report

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

• Click any point on any of the Total view's bars or lines (except for the Goal line) to open a list of Items contributing to that metric.
• Click any of the stacked bars on the Attribute view to open a list of 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 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.

• 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 Over Time Report Cards

If your organization has the Advanced ROI Module, you can choose which Impact series are displayed on the Impact Over Time Report Card. 

To select whether Target, Forecast, or Impact data appears on the Card, use the Show toggles:

• The Target, Forecast, and Actual Impact will be shown on the Report Card by default.
• Use the toggles to select any combination of the Target, Forecast, and Actual Impact to display on the Report Card. 

The Impact series shown on the Report Card can be temporarily removed from the Card using the legend. Select either Target, Forecast, or Actual to remove that data series from the Card.