Impact by Item Report

Track impact on a per Item basis.

The Impact by Item Report lets you see the Impact generated by each Item in your organization.

Example of Impact by Item Report in List view. For each Item in the Report, you can view key Impact data logged in its Resolution. 

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
• Share the Report

The views

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: Shows the total financial impact, cost savings, revenue generation, and time savings (in time and in monetary amounts) of each Item.
  • Click an Item's name or any of its impact numbers to open the Item.
  • Customize the impact columns on the report by hovering over a column's header and selecting the caret icon. 
    • 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. 
      • In addition to columns that report Impact in currency, the Environmental Impact, Product, Resource, and Waste Impact Categories will also have columns that report Impact in their non-currency units. These columns will have "Values" appended to the end of the category name.

• Graph: Displays the selected data as a bar graph.
  
  • Hover over any bar or data point to see its exact value.
  • Click any bar or data point to open the Item it refers to.
  • Display as Bar: Expand the drop-down to select the dataset that should be represented as a bar on the graph. By default, this Report will show the total final impact per Item.
  • Display as Line: Expand the drop-down to select the dataset that should be represented as a line on the graph.
  • Sort: Expand the drop-down to select by which criterion this dataset should be ordered.
  • Max: Enter the number of data points that should be represented on this graph. By default, this 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 uses the Advanced ROI module, this Report will have a third view called Bowling view. 

• Bowling view displays each Item's Actual, Target, and Forecast impacts as a bowling chart, color-coding the Actual impact based on whether or not it matches or exceeds the Target or Forecast impacts.
  
  • Show: Select any combination of Target, Forecast, Actual, Current Forecast, and Actual Variance to add or remove them from the report. 
    • By default, Target, Actual, and Forecast Impact will be selected. 
    • Current Forecast displays the Actual Impact for past time intervals and the Forecast Impact for present and future time intervals.  This gives you a dynamic outlook on Impact that considers the current date.
    • Actual Variance displays the difference between the Actual Impact and Target or Forecast Impact, depending on which is selected as the reference. This helps you see how much the Actual Impact differs from prior estimates. 
  • 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. 
  • The Column Totals checkbox: When selected, you will see a footer at the bottom of the Report that summates the data in each time interval. 
  • The Row Totals checkbox: When selected, you will see an additional "Total" column on the left of the time intervals that summates data in each row. 
  • The Future Color checkbox: When selected, time intervals in the future will be color-coded according to whether the Actual Impact is greater or lesser than the referenced Impact. 
    • This checkbox is unselected by default, so future intervals will not show false results due to Actual Impact not being logged yet. 

Regardless of the view, you should look for:

• Items within your organization that are driving your key metrics. The employees and leaders working on them deserve recognition and reward!

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 in the List and Graph views, and three in the Bowling view (which is only available if your organization is using the Advanced ROI module). 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. 
    • All Time removes any date range parameters. 
    • Custom allows you to enter any date range you want. 
    • Past shows you a rolling date range that counts back from the current calendar date. 
    • Current shows you data for the current week, month, quarter, or year. 
    • Last shows you data for the previous week, month, quarter, or year. 

• • 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 Filter 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 with a Resolution saved, regardless of status. 
• Currency: This option is only available if your organization enables multiple currencies. By default, the Report will only show the financial impact of Items using your location's default currency. Expand the Currency drop-down and select the desired currency to change the Report's currency.
• Currency Conversion: Currency conversion is only available if your organization has multiple currencies and the Advanced ROI Module. When currency conversion is enabled, there will be two currency drop-downs. 
  
  • Reported in: This drop-down determines which Impacts are included in the Report based on their original currency. When a currency is selected, the Report will include all Impacts logged in that currency. For example, if a project's Impact was recorded in USD, then USD must be included in this field for the project's data to appear in the Report. 
    • This drop-down is multi-select. If you want to consider all Impacts in your organization regardless of their currency, then select all options or choose Any Currency.
    • By default, your Location's default currency will be listed. 
  • Display As: This drop-down determines which currency the Report displays. All Impacts that match your filters will be converted to the currency selected. For example, if you choose USD and EUR in the "Reported in" drop-down and then you display the data as EUR, the system will convert USD Impacts to EUR and display all data as EUR. 
    • This drop-down is single-select. The Report can only display data in one currency at a time. 
    • By default, your Location's default currency will be selected.

• 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.

• Impact: Expand the drop-down to choose the Impact(s) which should be shown on the Report.
  • If an Impact supports Impact Values, which are additional classifications beneath the Impact, an additional Impact Values drop-down will appear. Use this dropdown if you want to report on specific Impact Values within an Impact. 

• Investment: If your organization has at least one Investment Type, an Investment drop-down will appear. Use it to choose which Investment(s) should appear on the Report.
   
  • The Investment filter is only available in List and Graph view. 
• Include Children: Select the checkbox to include Impact data logged on an Item's Nested Items in its data.
  • When unselected, only Impact data recorded on the Item itself will be displayed on the Report. 

Share the Report

To share the Report, select the ellipsis icon. In the resulting drop-down menu, you can export the Report as a PDF, download it as an XLSX file, or copy it to a Board. 

• Select Print/Save PDF to export the Report as a PDF. 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.

• Select Save XLSX to export the Report as a spreadsheet document.
  • This option is only available in the List view.
  • Only visualized columns will be included in the export. 
• Select Copy to Board to add the Report as a Card on a Board. 
  • In the resulting window, select a Board. All Boards that you have permission to edit will appear as options. 
  • Select Copy to add the Report to your selected Board. All filters and columns included on the Report will be carried over to the Card. 
    • The Report Card will appear at the Board's top left corner.

Impact by Item Report Cards

Impact by Item Reports can also be added as a Card on Boards.

When creating an Impact by Item Report Card, you use the same filters discussed in this article to build the Report. However, you will have an additional Sort option when the Report is in List view. 

• Sort: Use the drop-down to decide by which criteria the Report should be ordered. For example, sorting by Cost Savings will result in a list where the Item with the most Cost Savings is listed first.