Impact by Impact Value Report

Track and analyze individual Impact Values

The Impact by Impact Value Report allows you to track individual Impact Values, making it a great tool for organizations that assign multiple Impact Values within an Impact Type. 

What is an Impact Value?

To utilize the Impact by Impact Value Report, it is important to understand what an Impact Value is. In short, an Impact Value is an additional classification within an Impact Type. 

For example, your organization might have an Impact Type of “Decreased Gas Emissions” within the Impact Category of Environmental Impact. If you want to track different forms of gas emissions, then you can add Impact Values of CO2 and Methane within the Impact Type. Now whenever you log a “Decreased Gas Emissions” Impact, you can also specify whether it was for CO2 or Methane gas. When reporting on Environmental Impact, you could then use the Impact by Impact Value Report to view the CO2 and Methane Impact separately instead of having them grouped together under the same Impact Type. 

The Impact by Impact Value Report could look like the example below:

Who can access the Report? 

Anyone with the “View Report Data” and “View Impact” permissions can view the Impact by Impact Value 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. 

How to use the Impact by Impact Value Report

• Select what Impact you want to report on
• Choose the Report view
• Apply Filters to control what data is displayed on the Report
• View a List of Items referenced by the Report
• Export the Report

Select which Impact you want to report on

The Impact by Impact Value Report allows you to view data for one Impact Category at a time. To specify what Impact you want to report on, use the Impact Category, Impact, and Impact Value dropdowns to customize the data appearing on your Report. 

• Impact Category: Use the dropdown to select which Impact Category you would like to report on. 

• Impact: Use the dropdown to select which Impact Types within the selected category you would like to report on.
  • If no Impact Types are selected, then all Impact Values within the Impact Category will appear on the Report. 
• Impact Value: Use the dropdown to specify which Impact Values you would like to report on.
  • If no Impact Values are selected, all Impact Values within the selected Impact Types will appear on the Report. 

Choose the Report view

If your organization is not using the Advanced ROI module, the Report will have two views: List and Graph. To toggle between them, click the name of the view you want to see. 

• List view displays the Total, One-Time, and Recurring Impact for each Impact Value. By default, the columns will be organized into a Dollars section for Impacts with monetary units and Values section for Impacts with non-monetary units. Data will populate the appropriate column based on the unit in which the Impact was logged. Hover over the header of any column, and select the caret icon on the right to customize the List view columns. 
  • Sort Ascending will arrange the data from low to high Impact based on the column you selected. 
  • Sort Descending will arrange the data from high to low Impact based on the column you selected. 
  • Columns will open an additional dropdown menu where you can customize which columns appear on the report. 
    • The Impact Value checkbox will be selected by default. Unchecking this box will remove the Impact Value column from the Report. 
    • Organizations with the Advanced ROI module will have options to report on Target and Forecast Impact in addition to Actual Impact. 

• Graph view displays data as a bar graph. 
  • Display as Bar: Expand the drop-down to select which dataset the bars on the graph should represent. By default, the Report will show the Total Actual Impact in Dollars. 
  • Display as Line: Expand the drop-down to select which dataset the line on the graph should represent. By default, there will be no selection. 
  • Sort: Expand the drop-down to select by which criterion the dataset should be ordered.
  • Max: Enter the number of data points that should be represented on the graph. By default, the Report will show 15 data points, but it can be configured to show 1-50.
  • Show Values: When enabled, the value of each data point will be displayed on the graph. 

If your organization is using the Advanced ROI module, this Report will have a third view called Bowling view. 

• Bowling view displays each Impact Value’s Actual, Target, and Forecast Impact as a bowling chart, color-coding the Actual impact based on whether it matches or exceeds either the Target or Forecast Impact. 
  
  • Show: Select any combination of Target, Forecast, Actual, Current Forecast, and Actual Variance to add or remove them from the report. 
    • Current Forecast displays a Forecast that summates the Actual Impact and Forecast for each time interval. 
    • Actual Variance shows the difference between the Actual Impact and the reference data. 
    • By default, Target, Actual, and Forecast Impact will be selected. 
  • Reference: Pick which data series you want the Actual Impact to reference when color-coding the chart. You can select Target, Forecast, or None. 
    • Selecting None will result in a chart that is not color-coded. 

Apply Filters to control what data is included in the Report

Any relevant Filters active on the main Reports screen will automatically be applied, but you can add additional Filters to customize what data is included in the Report. 

• There are two date-based dropdowns that will filter the Report for data within a specified time frame.
  
  • 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 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. 
  • Bowling view includes an additional option for Interval. Expand the dropdown to choose which intervals, or “buckets,” the Report should be organized by. 
• 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, or Impact to decide whether the Report should reference Items from the Originating, Responsible, or Impact Location. 
  • Originating and Responsible will be the default selection. 
  • 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, the 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.
  
• Select the filter icon to open the Item Filter window. 
   
  • Update the Item Filters to control which Items are included in the Report’s metrics. For example, you could reference only the Items in specific Statuses. 
  • Click Save. 
• Select the arrow on the Location Picker on the left side of the Report to expand it. 
  • Filter the Report by Location to view the data for specific Locations within your organization. 

View a List of Items referenced by the Report

You must be in List or Graph view to see a List of Items referenced by the Report. 

When in the List view:

• Select the numerical or monetary value of any Impact Value to see a List of all Items contributing to that metric.

When in the Graph view:

• Select a bar or point on a line to see a List of all Items contributing to that metric.

Export the Report

To export the Report as a PDF, click the printer icon and open the "Print" window. This option is only available in the List and Graph views.

• 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.

To export the Report as an XLSX document, click the spreadsheet icon. This option is only available in the List view.