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.

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
• Export 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.
  • 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 Picker 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.

• 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.
• The Aggregate Location & Below checkbox: When enabled, the Report will show all data rolled up to the top level Location.
• Impact: Expand the drop-down to choose the impact(s) which should be shown on the Report.
  • If an Impact has multiple Impact Values, an additional Impact Values drop-down will appear. Use this dropdown to report on specific Impact Values within an Impact. 

Export the Report

To export the Report as a PDF, click the printer icon and the "Print" window will open. 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.