How Do I Use Actionable Platform Reports?

Article Quick Links:

• Key Metrics
• Accessing Reports
• Selecting and Filtering Reports
• Downloading Reports

Key Metrics

At Actionable, you'll see most data directed towards three key metrics:

• Adoption: The number of people who created a commitment compared to the number of people that you expected to create a commitment.
• Engagement: The frequency with which participants are checking in on their commitment. Check-ins include assigning a numeric rating between 1 - 10, and can optionally include a journal entry. 
• Impact: The self-reported Rating Change from a Participant's first (benchmark) check-in to their most recent check-in. 

Accessing Reports

You'll find all available Preset Dashboards and Custom Dashboards in the Reports Landing Page giving you one central place to access your data for any Program or Client. It's the fastest way to unlock new insights. You'll also find appropriate Preset Dashboards in your Program, Module, and Session Screens in the Reports Tab.

To access your Reports Landing Page, simply click "Reports" on the left Sidebar:

1. You'll see our collection of Preset Dashboards as well as a section for Dashboards you customize or build yourself (My Dashboards). 
2. In the Preset Dashboards section, read the report descriptions and click on the one that makes the most sense for your needs.
3. Fill in the appropriate Filters (See Selecting and Filtering Reports). Your data will populate in the widgets based on your filter selection.

Selecting and Filtering your Reports

1. Select the Preset or Saved Dashboard that you want to view. 
2. You'll see a series of filters at the top of your screen that will help you define how you want to view your Report.
   1. Use the drop down menu of each filter to set your preferences. Note that filters with a red asterisk are required.Preset Dashboard have optimal filters set based on the focus of the reports
   2. If you make a copy of the Preset, note that your filters do not currently carry over. You'll have to reset them. You'll also have the option to add or edit filters.
3. Your report will automatically update based on your selected filters. 

To change the way your data is grouped or categorized within your charts go to: How do I Add or Edit Widgets in My Dashboard. 

Downloading Reports

You can view your reports live in real time, or you can download either a complete report, or a single widget. 

1. Click the "Download" icon on the top right-hand corner of the dashboard screen or widget that you'd like to download. 
2. Your report or widget will download automatically to pdf. 

(Other download formats coming soon!)