Journey Report

The journey report helps you understand how ideas move through the innovation workflow, from initial submission to the final stage. It highlights how many ideas are currently in each stage and how many progress to the next stage. This helps gain a clearer understanding of how the workflow is operating, helping optimize processes, improve it, and reduce delays.

Report Creation

To create a Journey Report, navigate to the Reports section and click Create Report. From the list of available report types, select Journey Report. The system will then direct to the report setup page, where the admin can configure the report parameters and generate the report.

Report Setup

The Journey Report provides flexible configuration options that allow administrators to analyze how ideas progress through workflow stages over a selected period.

The following report parameters can be customized:

1. Visualization: Select how the report data is displayed:

• Table - Presents idea movement data in a tabular format.
• Sankey - Visualizes the flow of ideas between workflow stages.

2. Time Frame: Choose the reporting period for the data:

• Last 7 Days
• Last 30 Days
• Last 180 Days
• Last 365 Days
• Custom Date Range

3. Workflow: Select the workflow from which the data should be displayed.

4. Stages: All the workflow stages are selected by default to include in the report. Administrators can deselect specific stages to focus the report on relevant portions of the idea lifecycle.

Once all parameters are set, click on the Show Results button to see the data.

Visualization

The Journey Report supports two visualization formats: Table and Sankey. When using the Sankey visualization, the underlying data is also available in a tabular format for detailed analysis.

1. Table: The Table view displays idea transition data in a structured format with the following columns:

• Stage – The workflow stage from which the ideas originated.
• To Stage – The workflow stage to which the ideas were moved.
• # of Ideas Moved – The total number of ideas that transitioned between the selected stages.
• % of Ideas Moved – The percentage of ideas that transitioned between the selected stages.
• Transition – Indicates whether the ideas moved forward (to the next stage) or backward (to the previous stage) within the workflow.

Include Backward Transition: Enable this option to display ideas that moved backward in the workflow, in addition to those that moved forward. Counting backward transitions  shows how many ideas had to be reworked on, not just the optimistic forward story — so teams understand churn in the process, not just progress.

Note: Backward transitions are only available in the Table view and are not represented in the Sankey visualization.

Clicking an idea count in the report opens a detailed view containing the following information for the ideas that moved:

• Idea Title – Displays the title of the idea. Clicking the title navigates to the Idea Details page.
• Submission Date – Displays the date the idea was submitted.
• Idea Author – Displays the name of the idea author. Clicking the author's name navigates to their member profile.
  
  

2. Sankey Visualization: The Sankey visualization provides an interactive graphical representation of idea movement throughout the workflow. Each connection between stages represents a transition and is color-coded to help distinguish different paths.

Hover over a transition to view:

• The number of ideas that moved between the selected stages.
• The percentage of ideas represented by that transition.

Show Dropoff: Enable this option to include ideas that did not transition to another stage during the selected period. These idea counts are displayed as drop-offs within the Sankey visualization, providing additional insight into where ideas remained inactive within the workflow.It helps you recognize where ideas become stagnant in the workflow so you can target those stages for improvement.

Note: Drop-off data is only available in the Sankey visualization and is not included in the Table view.