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Impact Over Time Report

This 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.

Checking the “Cumulative” box will show total impact, calculated by adding the impact of all preceding months over the selected time period.

Understanding the Report

  • 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. 

  • 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.

 

Working with the Report

  • 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.

  • 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 “Interval:” drop-down near the top of the Report will allow you to select the interval of dates shown between the selected date range. Choose between Default, Week, Month, Quarter (Cal), or Year (Cal) by clicking the corresponding option.

    NOTE: The Default option is how the Report will automatically adjust the interval depending on the selected date range.

  • 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”, “Complete”, or “Realized” by clicking the corresponding option.

  • Beneath the drop-downs are the different types of workflows. Choose from “Projects”, “Improvements”, “Tasks”, “Charts”, and “Incidents.” All workflows are displayed on the Report by default, but you can click any of the workflows to specify which workflows you want to include on the Report.

    NOTE: Incidents will only be available for organizations using the Incident Module.

  • Beneath the workflow options are three additional options:

    • Click "All" to include all Items where the start date of the report is the first date that had data.

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

    • 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.

  • Your Network is visualized in the Location Panel 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.

 

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