Impact Over Time Report

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

The Impact Over Time Report lets you measure the impact of Items and view trends to track progress over time and across Locations.

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
• See a list of Items referenced by the Report
• Export the Report

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.
  • 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.

• 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.

• Attribute: Expand the drop-down to choose the Attribute(s) which should be referenced by the Report.  This option is only available when in the Attribute view.
• 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).

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.

Export the Report

To export the Report as a PDF, click the printer icon and 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.