Take your insights to a new level and showcase data that is MOST relevant to your stakeholders.
- What are Adaptable Reports?
- What's Different about Adaptable Reports?
- Getting Started with Adaptable Reports
What are Adaptable Reports?
Adaptable Reports enable you to break down, combine, and compare program impact across different organizational groups and program content. You'll be able to answer powerful questions right from your embedded dashboards, for example:
- Which departments are the most engaged with their commitments?
- Which leadership level is seeing the most success with key Program Objectives?
What's Different about Adaptable Reports?
Adaptable Reports are similar to our existing Program reports, but have a key difference: they leverage both program structure AND our Custom Field functionality (where you can assign demographic information to your participants).
There are 3 Key Features with Adaptable Reports:
1. Enhanced Impact Mapping
Adaptable Reports also include enhanced views on Impact Mapping to filter your data by Organizational Objectives.
2. Business Category Reporting
Adaptable Reports include Actionable Business Categories, which can be linked to your own Custom Fields so you have ultimate flexibility on how to filter, view, and showcase your program data right from your Program dashboard.
Actionable Business Categories include:
- Department
- Leadership Level
- Region
3. Report Flexibility
When using Adaptable Reports, you have more filter options and can combine visualizations in different ways to access compelling new insights.
Getting Started with Adaptable Reports
You’ll find our Adaptable Reports options in the Reports page accessible from from your sidebar, and from any Reports tab in your Program or Module screen.
Using Adaptable Reports Without Business Categories
Not to worry, even if you don't have custom fields or Business Categories set up, you can still use Adaptable reports with standard filters like Group, Host, and Module to include in your report along with learning outcome options. (Themes, Program Objectives, Org Objectives).
Simply select the option under Breakdown Categories to include the breakdown in your report.
Using Business Categories - Adding New Custom Fields
If you want to use enhanced Business Categories, and don’t have any Custom Fields set up - you’ll need to create these in your client, then you can map these fields to Actionable Business Categories w
hen you set them up.
You’ll also need to add the data to your participants. You’ll find more information about Custom Fields and Bulk Uploading data in our knowledge base:
Using Business Categories - Linking Existing Custom Fields
If you’re already using Custom Fields, all you need to do to enable Adaptable Reports is to map your Custom Fields to the corresponding Business Category using the Edit pencil icon on the Client Custom Fields screen.
