Impact Reports

Impact by Milestone Report

View Impact data associated with Milestone approvals

Ofie Profile PicWarning: The Impact by Milestone Report is only available for organizations with the Milestones Module.

The Impact by Milestone Report displays the amount of Impact currently dependent on each of your Milestones. Use it to see which Impacts depend on various approvals and take action on Milestones associated with significant Impacts. 

In this report, Impact data is tied to the earliest unapproved Milestone in a Template's flow. If multiple Milestones are up for approval simultaneously, then the Impact data will appear for each Milestone in the Current Order that is not approved. 

For example, a project with a $5,000 Cost Savings logged in the Resolution might have three Milestones: Committee 1 Approval, Committee 2 Approval, and Committee 3 Approval. If the first two Milestones have already been approved, then the Impact by Milestone Report would show a $5,000 Cost Savings in the Committee 3 Approval data. When the Committee 3 Approval Milestone is approved, the Cost Savings will no longer appear on the Impact by Milestone Report because all of the project's Milestones are approved. 

Example of an Impact by Milestone Report. For each Milestone, you can see the Impacts currently dependent on its approval. 

Who can access this Report?

Anyone with the "View Report Data" and "View Impact" permissions can see this Report.

This Report can be accessed under the Impact section of the Reports page. It can also be:

Working with the Report

  • Toggle between different Report views
  • Use filters to control which data is referenced by the Report
  • See a List of Items 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 View displays the amount of Impact dependent on each Milestone's approval. By default, Financial Impact, Cost Savings, Revenue Generation, Cost Avoidance, and Time Savings are displayed, but you can customize the columns to see any Impact data. 
    • Select any value in the Report to see a List of Items contributing to it. 
    • Customize the columns and sort the Milestones listed on your Report by hovering over any column's header and selecting the caret icon

      • Sort Ascending will arrange the data from low to high Impact based on your selected column. 
      • Sort Descending will arrange the data from high to low Impact based on your selected column. 
      • 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" at the end of the category name.

Ofie Profile PicPro Tip: The Order column will only populate when one Template is selected in the Template drop-down for your Report. A Milestone's Order represents its position in the flow of Milestones for a Template. 

  • Graph View displays Impact 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 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 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.

Ofie Profile PicPro Tip: Are you unsure what all the options in the Display as Bar and Display as Line drop-downs mean? Check out this article to learn more about important Impact terminology.

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

  • Bowling view displays the Actual, Target, and Forecast Impacts dependent on each Milestone 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 sums 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 sums 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:

  • Milestones that have high Impact amounts associated with them. These approvals might need to be prioritized to prevent bottlenecks. 

The filters

Any relevant filters 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 (only available if your organization uses 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 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. 

Ofie Profile PicPro Tip: The Last YTD option helps you set a date range matching the current year-to-date period but for the previous year instead. For example, if it is March 15th, 2024, and you select Last YTD, your Report will cover data from January 1st, 2023, to March 15th, 2023.  This logic is also true for the Last MTD and QTD options. 

    • Interval (Bowling view only): 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. 
  • Reported in: The currency drop-down is only available if your organization enables multiple currencies. Expand the drop-down and select which currency you want the Report to display. Only Impacts logged in your selected currency will appear on the Report.

    • Note: Changing your selection in this drop-down will not convert Impacts logged in one currency to another. It will only swap which dataset the Report displays. 
  • 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 consist of 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, 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 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.

Ofie Profile PicPro Tip: The system will use your selection in the Reference Date drop-down when determining which Exchange Rate to use for the currency conversion. For example, if you select "Realized In," the Impacts are converted using the Exchange Rate active on their Realized Date. If you choose "Created In," Impacts are converted using the Exchange Rate active during their Item's Create Date. Check out our article about setting your organization's Exchange Rates to view current and historical Exchange Rates configured by your organization.

  • Click the filter icon, and the Item Filter window will open.
  • Impact: Select an Impact from the drop-down. Only data belonging to your selected Impact Type will appear on the Report. 
  • Milestone: Select a Milestone from the drop-down. Only the selected Milestones 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 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 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.

Ofie Profile PicThe Location of the Report will appear on the exported PDF beneath the Report title.

  • 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 on the Report will be carried over to the Card. 
      • The Report Card will appear at the Board's top left corner.

Impact by Milestone Report Cards

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

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

These selections will persist the next time you view the Board. 

  • 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. 
  • Edit Columns: Use the Edit Columns window to select which columns appear on the Card when the Report is in List view.