Item Curve Report

Track your submission and completion rates to assess the growth of your improvement culture over time.

The Item Curve Report lets you look for trends such as changes in slope and divergence to identify potential bottlenecks.

Who can access this Report?

Anyone with the "View Report Data" permission will be able to see this Report.

This Report can be accessed under the Activity section of the Reports page. It can also be added as a Card on a Board.

Working with the Report

• Understand the data
• Use filters to control which data are referenced by the Report
• Export the Report

The data

This Report displays the number of Items created, started, and completed over time. Hover over any data point to open a tooltip that lists the number of Items it includes.

Beneath the graph, there are four icons that show how the Items included in the Report were submitted:

• The number beside the computer icon represents the number of Items that were submitted via the browser app.
• The number beside the smartphone icon represents the number of Items that were submitted via the mobile app.
• The number beside the envelope icon represents the number of Items that were submitted via email.
• The number beside the tablet icon represents the number of items that were submitted via the kiosk.

This Report can tell you a lot about the health of your improvement culture:

• A high slope of submissions and completions indicates a healthy improvement culture.
• An inflection point in the slope of submission and completion usually reflects a change in leadership behaviors and/or improvement processes.
• A low slope of submissions and completion is a warning sign that may indicate an unhealthy improvement culture.
• More Items being submitted than being completed may result in improvement efforts slowing, engagement decreasing, and ultimately may damage your improvement culture.

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. First is the "Reference Date" drop-down and second is the "Range" 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.

• 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 or Responsible to decide whether the Report should reference Items from the Originating or Responsible Location. 
  
  • Originating and Responsible will be the default selection.
  • If no Location is selected in the Location Picker or Item Filter, the Originating and Responsible toggles will not affect Report data.  

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.

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.