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Impact Over Time Report

 

This brand new Report shows the total financial impact of completed items and the rate of change over time and across locations.

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If you want to see the data for certain Impact Types, add their names to the “Impact” field near the top of the Report.

Working with the Report

  • Click Advanced_filter.png near the top of the Report to open the advanced filters.

  • Only information about financial savings from completed items is included in “Completed Date” by default, but selecting “Realized Date” will show impact savings of items based on the date of which the impact will take effect. NOTE: “Realized Date” will show impacts based on their set date to be realized and therefore will include impacts of items that have not yet been completed.

    NOTE: “Realized Date” will only appear if Advanced ROI Module is enabled.

  • The date range options are listed along the top of the page. Choose between 1 week, 1 month, 3 months, 6 months, 9 months, 12 months, all time, or a custom range by clicking on the corresponding option.

  • Beneath the date filters are two options that control for what workflows data is shown:

    • Click “All” to include data for all workflows.

    • Click “Improvements Only” to include only data from Improvements.

  • Further down 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.

  • The Location filter can be found along the left-hand 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.

What can you learn from this Report?

  1. The bar chart tells you the Actual, Forecast, and Target financial savings that are listed within the given timeframe.

        • Clicking “Actual” will display all the actual values of financial impacts recorded during an item’s Resolution in the bar chart.

        • Clicking “Forecast” will display all the forecasted values of financial impacts recorded in the bar chart.

        • Clicking “Target” will display all the targeted values of financial impacts recorded in the bar chart.

  2. The bar chart tells you all the items the displayed impacts resulted from.

    Clicking one of the bars will open a list of all the items the financial impacts resulted from.

Have more questions? Submit a request