Creating Reports

Intrafocus - Getting Started Guides Download this guide

If you require a more traditional type of report i.e. a typical spreadsheet style or chart, then go to the Reports module. This can be found in the main menu drop-down, just select reports. In the left hand pale blue panel select the Organisational node (blue dot) you are interested in and then click on the New Report button. You will be taken into a report builder dialogue that looks like this:

Reports - Builder Dialogue

There are several standard reports to choose from and the opportunity to create a custom report or chart via ‘Advanced’ functions. Let’s start with a standard report. Click on ‘Annual Performance Measure Data Report’, a screen like this will appear:

Reports - Annual Data Entry

The application has automatically added the top Level Scorecard for the Organisation you have chosen. It has selected the current year, and selected Monthly as a period breakdown. At this point we could simply click the ‘Get Report’ button and a report would appear. However, it is worth noting the impact of selecting the items in the check-boxes:

Assigned Calendar: Calendar that was selected when creating the Performance Measure (How often are the Performance Measures to be updated).
Owner(s): Displays the Owners of the Performance Measures.
Variance To Goal: The distance away from the Goal.
Show Parents: Displays all of the scorecard objects for the Performance Measures such as Scorecard Name, Key Performance Areas, Objectives, etc.
Show Sub-Metrics: Displays sub-metrics that reside under a metric.
Impact: How much a scorecard object impacts the overall scorecard score. This is dependent on the weighting of each scorecard object.
Actual Value: Displays the actual value for the period selected.
Goal: Displays the Goal threshold for the Performance Measure.
% of Goal: Displays the percentage the value is to the Goal.
% Variance To Goal: Displays the percentage distance away from the Goal.
Show Tags: Displays Tags that are created for the Performance Measure.
Click on any of the boxes to include the additional data (be aware that this will result in the addition of an extra line or column). The final report should look something like this:

Reports - Annual Final

You now have the option to go back and edit the report or save it. Click on Save and you will be asked to provide the report with a name. The application will provide a default name; you can delete this and give the report a name of your own choosing. The report will then appear in the list on the left of the screen.

Next, let’s try a different sort of report. Click on New Report again. You will be presented with the same report builder dialogue, this time select ‘Red Performance Measure Report’. A slightly different dialogue will appear as shown below:

Reports - Red Metrics Entry

This time there is a requirement to select a Scorecard Object, click on the word ‘Choose’ and you will be presented with a view of your Organisation tree, it will look something like this:

Reports - Organisation Tree

Select the Organisation you are interested in then select the Scorecard Object (we suggest you select a top-level Scorecard for this exercise). Click on Finished and you will be returned to the Red Performance Measure Report dialogue as shown further above.

This time select a different calendar display. Click on ‘Relative’ in the ‘Select the calendar periods to display’ section, click on the top drop-down and select ‘5 Months’. Click on Submit and you will be presented with a screen like this:

Reports - Red Metrics Final

You now have the option to 1. Choose a new scorecard object, 2. Choose which columns you would like to see, 3. Create a chart or finally to save the report you can see. Click Save to save the report (you can always come back at a later date to change it) and give it a name. It too will be saved in the list.

To recall a report, just click on the Report name in the list on the left hand side. To edit the report, click on the Edit button at the top of the report page.
There are many other functions within Reports to create the reports you need. We suggest that you experiment with the standard reports first and then move on to use the advanced report writer.