Working with the Reports
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      The Reports Snapshot

      The Reports Snapshot gives an overview of your organization's improvement culture.

      Who can access the Snapshot?

      Anyone with both the "View Report Data" and the "Show on Navigation Bar" permissions.

      The Snapshot is the default view on the Reports page.

      Working with the Snapshot

      The data

      The Snapshot displays:

      • The total number of Items that meet all filter requirements and a status bar showing the current status of each of those Items. There may be additional totals and status bars for individual Workflows and Templates, depending on your organization's configuration.
        • Hover over the icon to the left of a status bar to open a tooltip that names the Workflow or Template it references.
        • Click the number to the left of a status bar to open a list of all Items contributing to that metric.
        • Hover over a segment of a status bar to open a tooltip that lists the number of Items it includes.
        • Click a segment of a status bar to open a list of all Items it includes.
      • The Activity panel: Shows a preview of the Item Curve Report.
      • The Engagement panel: Shows a preview of the User Engagement Summary Report.
      • The Impact panel: Shows a preview of the Impact Summary Report.

      Two Line OfieOnly users with the "View Impact" permission can see the Impact panel's data.

      The filters

      Any filters that you apply to the Snapshot will be automatically applied to any Report you open.

      • 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 Snapshot. For example, select "Created in" if you want the Snapshot 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 Snapshot.

      Ofie Profile PicPro Tip: Your selection in the Reference Date drop-down will not be applied to the Snapshot's Status Bars. Each Status Bar will default to showing Items created in your selected timeframe. This allows the Status Bar to show a comprehensive look a the distribution of Item Statuses. 

      The Reports Snapshot with the two date drop-downs marked

      • Workflow: Expand the drop-down to choose which workflows should be included in the Snapshot.
      • Template: Expand the drop-down to choose which Templates should be included in the Snapshot.
        • Non-reportable Templates will not appear in the dropdown. 
      • Currency: This option is only available if your organization has multiple currencies enabled. By default, the Snapshot will only show the financial impact of Items using your location's default currency. To change the Snapshot's currency, expand the Currency drop-down and select the desired currency.

      The Reports Snapshot with an arrow pointing to the currency drop-down

      • Click the filter icon and the Item Filter window will open.

      The Reports Snapshot with an arrow pointing to the item filter icon

      • Click the Locations panel on the left side of the Snapshot to expand it, if it's collapsed by default.