Canvas Guides (English)ImpactImpact Guide Insights and ReportsHow do I create custom reports in the Impact Dashboard?

How do I create custom reports in the Impact Dashboard?

Reports can be created within Users Groups vs. Monitors, Monitor Trends, User Trends, and Champions.

Open Insights

Open Insights

In Global Navigation, click the Insights link.

Select Report Type

Select Report Type

To compare the data from multiple monitors across multiple User Groups click, the Users vs. Monitors link [1].

To get data from a single monitor across several User Groups over time click, the Monitor Trends link [2].

To visualize the usage of several monitors for a single User Group over time click, the User Trends link [3].

To identify users who have triggered a specific monitor most often, click the Champions link [4].

View Report Options

Users Groups vs. Monitors

To represent the data for a single User Group or a single monitor, click the Legend drop-down menu [1].

To change the visualization from a line graph to a bar chart, click the Graph Style drop-down menu [2].

To limit the data presented in the charts to a predefined relative time period or a manually selected date range using the Start Date and End Date fields, click the Time Period drop-down [3].

To select a start date for your report, click the Start Date field and enter a start date [4].

To select a en for your report, click the End Date field and enter an end date [5].

To select one or multiple monitors, click the Monitors field [6].

To combine multiple groupings using Logical User Groups, click the Restrict to User Groups field [7].

To run the report, click the Apply button [8].

To keep the current filters and presentation options for future reference click, the Save Report icon [9].

View Monitor Trend and User Trends Report Options

Monitor Trend Report

For Monitor Trends and User Trends reports, to automatically determine based on the selected time, click the Unit of Time drop-down menu.

View Champions Report Options

To select between the number of sessions triggered or total times triggered, click the Based On drop-down menu [1].

To limit the data presented in the charts to a predefined relative time period or a manually selected date range using the Start Date and End Date fields, click the Time Period drop-down [2].

To select the number of champions, click the Number of Champions drop-down menu [3].

To select a start date and end date for your report, click the Start Date field and End Date field and enter a date [4].

To restrict the report to certain user groups, click the Restrict the User Groups field and select the user groups [5].

To select monitors, enter the monitors in the Monitors field [6].

Click the Apply button [7].

Save Report

Save the Report

To keep the current filters and presentation options for future reference, click the Save Report icon.

Save as New Report

Save New Report

Enter a name [1] and description [2]. Then click the Save button [3]. The saved report is now available under the My Reports tab.

Print or Export the Data

Print or Export the Data

To print the report, click the Print icon [1].

To export the report, click the Download icon [2].