Overview of reports in reporting
Path: Workspace Homepage >> Apps Icon >> Reporting
Path: Community Topbar >> Apps Icon >> Reporting
Reports visually represent information, making it easier to understand and analyze the data at hand. The Reports page provides a comprehensive list of both system-generated charts and those you have created. You can incorporate these charts into your dashboard to effectively display reports on the parameters you wish to monitor.
The main components of the Reports tab:
1. List of Reports
2. Actions
3. Create Report
4. Filters in Report
List of Reports
The list of reports presents all available reports along with their titles, the creator's name, the date of the last update, the number of dashboards in which each report is utilized, and available actions. The "Used In" column indicates how many dashboards incorporate the specific report, and you can click on this to reveal a dropdown menu showing the names of those dashboards. By selecting a dashboard name, you will be redirected to that specific dashboard for further review.
Actions
The Actions header provides a dropdown menu containing various actions you can perform related to the report. These options closely resemble those found in the dashboard, allowing for a familiar user experience.
The list are as follows:
1. Add to Dashboard
2. Export data to CSV
3. Export data to Excel
4. Schedule Email report
5. Add to favourites
6. Clone report
7. Delete report
Create Report
To create a report that meets your specific needs as an administrator, follow a few straightforward steps. Begin by clicking on the "Create Report" option, where you will be prompted to enter a report name and description. Once you've provided this information, you can proceed to customize your report by selecting the report type, specifying the date category, setting the desired time frame, and applying any relevant filters. This customization will help you achieve the results you are aiming for.
You can choose and customize the report from the various data category and select the data you would like to see on the X and Y axis.
The customizable elements in the reports are as follows:
1. Report Type: You could choose from the various report types like line, bar, horizontal bar, dual axis, metric card, donut and table report.
2. Data Category: This will have only two categories one being Idea and the other Member.
3. Time Frame: Custom timeframe is required to track data throughout the reporting tool.
- When selecting a time frame to apply to the report, the user will be able to select from the following options:
- Last 7 days
- Last 30 days
- Last 90 days
- Last 365 days
- All Time (only available for Metric Card)
- Custom Range: Custom range will allow the user to select a time frame from a calendar.
4. X Axis: The available datasets in the dropdown menu will vary based on the selected data category. However, the frequency option will remain accessible regardless of the chosen category.
In case of Ideas selected in data category you will have the following datasets to choose from:
- Idea Number
- Idea Title
- Idea Submission Date
- Idea Submitter
- Idea Owner
- Stage Type
- Campaign Group
- Campaign
- Community
- Workspace Group
- Community Group
If the selection is Member in the Data category you will see the below options in the dropdown:
- Member Email
- Member Status
- Campaign
- Community Group
- Workspace Group
5. Y Axis: The available datasets in the dropdown menu will vary based on the selected data category.
Idea Data Category
- Ideas Submitted – number of ideas submitted within the timeframe
- Idea Views – number of total idea views within the timeframe
- Idea Votes – number of total idea votes within the timeframe
- Idea Upvotes – number of total idea upvotes within the timeframe
- Idea Downvotes – number of total idea downvotes within the timeframe
- Comment Votes - number of votes on comments within the timeframe
- Comment UpVotes - number of upvotes on comments within the timeframe
- Comment DownVotes - number of down votes on comments within the timeframe
- Number of Comments – number of total comments within the timeframe
- Number of Shares – number of total idea shares within the timeframe
- Tags Applied – number of total times a tag was applied within the timeframe
- Engagement Actions – total engagement actions taken in the time frame (idea submission, vote (idea or comment), stage action, comment, share, give kudos, tag, label)
- Reviews Completed - number of review completed within the timeframe
- Estimations Completed - number of estimations completed within the timeframe
- Refinements Submitted - number of refinements completed within the timeframe
- Fund Allocations - number of funds allocated within the timeframe
- Net Activity Score - The Net Activity Score is calculated by summing the key activities that occur within your community. Idea submissions, comments, votes, and stage actions are combined in a simple way to reflect the total activity.
- Idea Stage Changes - number of idea stage changed within the timeframe
- Moderator Activity Count - number of moderator activity within the timeframe
- Moderator Activity Per Idea - number of moderator activity on an idea within the timeframe
- Selected Ideas - number of selected ideas within the timeframe
- Implemented Ideas - number of implemented ideas within the timeframe
Member Data Category
- Total Members – total number of members in the workspace within the timeframe (over time)
- Engaged Members – total number of members that completed an engagement action in the timeframe
- New Members – new members added in the time frame
- Total Logins – total number of logins completed in the time frame
- Unique Logins Count – unique logins completed in the timeframe
- Total Visits – total visits to the workspace in the time frame (will filter down to community/campaign with filters/x axis options)
- Unique Visits Count – unique visits to the workspace in the time frame (will filter down to community/campaign with filters/x axis options)
- Kudos Given – number of total kudos given within the timeframe
Filters in Report
Reports can be filtered using our new filtering system to gain even deeper insights into your data. Filter will be selectable based on the data category that is selected when building your report.
The selection could be applied as per the following categories from the dropdown available in the filter:
1. Workspace
2. Community
3. Idea Properties
4. Idea Owner
5. Idea Submitter
6. Stage Properties
7. Campaign Properties
8. Engagements
9. Idea Custom Fields