Review Progress and Activity with Summary Reports

Summary Reports let you look back over a long period of time to see what has been accomplished and what progress has been made. These are helpful in aggregating information across multiple goals to make it easier to fill out reviews as you'll have all the information in one place instead of having to rely on your memory or comb through your email.

This section of the guide covers:


Accessing Summary Reports

Your Data

  1. Link to Reports section

  2. Summary Reports links

Access Summary Reports on your data from the Reports section. You will see a link to "View Summary Report: All Goals" which is a report that summarizes data across all of your goals.

If you have shared some of your goals with collaborators, then you will see a link for each collaborator who has access to at least one of your goals. These links go to a report that only summarizes data from goals that are shared with that specific collaborator.

Your Collaborators' Data

Access Summary Reports on your collaborators' data by going to View Collaborator for that collaborator. There you will see a link to view the Summary Report covering the goals that they have shared with you.


Report Filters

The Summary Report lets you set your own date range, filter by goals, and filter by labels. The date range defaults to the last 90 days including today.

The goals filter will filter the data in the report to actions associated with the selected goals. The labels filter will filter the data in the report to actions and goals with the selected labels.


Goals

The goals section of the Summary Report shows you a goal cards for each goal that was active or marked as inactive during the period. The cards show you the status at the beginning of the report period, and the status at the end, so you can see how goal progression has changed. Newly created goals with have a new tag, and goals with comments made during the period will have a comment indicator next to the goal name.


Actions

The actions section of the Summary Report has two parts: the actions bar chart, and the actions list.

The actions bar chart shows you the number of actions that meet the filter criteria that were marked as done by week over the course of the reporting period. This gives you a sense of activity and the consistency of said activity over time. It also helps you visualize if the data in the report is weighted towards older actions, newer actions, or evenly spread.

The actions list is a list of each action that meet the filter criteria that were marked as done. This gives you the detail behind the bar chart. Each row shows you the action name, associated goals, action ratings, and the completion date. If the action has comments or feedback during the reporting period, you'll see indicators next to the action name. The action name is linked so you can easily pull up the action to see the feedback, comments, or any other action details. The goal names are linked as well so you can easily go to the goal screen to dive deeper into that particular goal.


Action Ratings

The action ratings section of the Summary Report has two parts: the action ratings line chart, and a breakout of action ratings by action label.

The action ratings line chart shows you the average action ratings for each rating dimension (difficulty, performance, value) by week for the actions that meet the filter criteria. This chart can give you a sense for any trends, consistency, or inconsistency in ratings over time.

The breakout of action ratings by label shows you action ratings by action label aggregated across the entire reporting period. For each label, you'll see the average difficulty, performance, and value, the number of actions that factor into the average, and a histogram that shows you the distribution of actions by rating for that label and dimension so you can see what sits behind the average. After all, an average of 3 could mean everything was middle of the road (3), or it could mean that actions were evenly split as 1s and 5s. This should make it much easier to digest strengths and areas of improvement for specific labels.