Creating and Using Reports and Metrics

The Reports feature allows you to have members report metrics through Projecis.  

As an example, let's say you have a team of 5 people in charge of different regions of the country.  Each may be accumulating enrollment numbers for their region and report these numbers to you on a regular schedule. 

With Projecis, each member can report the metric in the system and Projecis will aggregate them and present the information to you.  This information can be organized in different ways depending on the 'tags' the information is given.  Additionally, this information can be placed on your dashboard so you have access to current information quickly.

Members that are not Leaders or Report Managers will have access to the "Reports" tab but can only view those items they are the owner.

In the image below we have an example of two categories of information Aggregates and Reported:

 

 

Aggregates: are the sum of the "Reported" information with a given "tag".  In the example "Enrollment Eastern Region" is an aggregate and is the sum of reported information from Site 2 and Site 4, because they have the appropriate tag: "Eastern Region".

 

Reported information

• The information reported by the members should be the Total, not change during the period. 
• If there was 5 enrolled last week and 5 enrolled this week the number reported this week should be 10 and not 5. 
• Can be assigned to an individual
• Report information can be on a set schedule: daily, weekly, monthly, etc.
• The schedule can have a window where an entry is allowed for the scheduled report date
• If a scheduled report window is missed information entered will be placed into the next scheduled report date.

 

Create Report

• Click on the "Report" tab in the appropriate project.
• Click on "New Metric" subtab on the right
• New Metric page will appear.
• Select the "Reported" metric type
• Complete the form and indicate any tags*
• Multiple tags can be given to a report so that the information can be aggregated in several ways.
• Click on "Add this Metric" at the bottom

*Note: If you want information to be aggregated with other reports a consistent tag must be created. 

 

 

Create an Aggregate

• Click on the "Report" tab in the appropriate project.
• Click on "New Metric" subtab on the right
• New Metric page will appear.
• Select the "Aggregate" metric type
• Complete the form and indicate tag to be aggregated*
• Click on "Add this Metric" at the bottom

*Only one tag can be used.

 

Placing a Metric on Your Project Dashboard (Aggregate or Report)

• Open the Project the reports reside
• Ensure the "Project" tab is selected
• Click on "Add Widget"
• Select "Metric" from the widget options; hit Next
• From the pull-down select the Aggregate or Reported metric you want on your dashboard; hit Next
• Enter title and select color; hit Next

Placing a metric on your "My Perspective" page is similar.  Keep in mind that since you cannot combine aggregates/reports across projects, a single metric widget on the My Perspective page can only show aggregates/reports of a single project.