How Do I Use Actionable Platform Reports?

The Actionable Platform provides you with an abundance of insight to help you visualize and demonstrate the impact of your Programs, adjust your approach for better outcomes, and review your growth as a Change Catalyst.

Article Quick Links:

• Key Metrics
• Accessing your Reports Landing Page
• Using the Report Finder
• Report Types
• Selecting and Filtering Reports
• Downloading Reports
• Refreshing Reports
• Scheduling Report Delivery or Cancel Delivery

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 your Reports Landing Page

You'll find all available Reports is in the Reports Landing Page. It gives 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 Reports in your Program, Module, and Session Screens in the Reports Tab.

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

Report Finder

Your Reports Landing Page includes an easy-to-use Report Finder that will help you find the insights that are most meaningful to you and your clients. Simply enter your question, or the kind of report you’re looking for in the search bar and you see suggested reports that best match your needs!

1. Access the Reports Landing Page by clicking “Reports” on your sidebar. You’ll see this search bar above the report tiles.
2. Think about what questions you have about your data and just start typing in the bar
3. As you’re typing, similar questions will appear. If one matches what you’re looking for, select it. Otherwise, finish typing your question and hit Enter/Return on your keyboard.
   
   
4. You’ll then see just the suggested reports that can answer your question and provide related insights.
   
5. Read the report descriptions and choose the one that makes the most sense for your needs.
6. Fill in the filters for the Client, Program, Module, and/or Session and click "Generate Report".  (See Selecting and Filtering Reports).

Report Types

Once you access your Reports Landing Page, you'll find a selection of reports grouped into categories. We summarize the categories below, but encourage you to read the specific descriptions of each Report on the Reports Landing Page for more information!

Overview

Overview Reports show you an overview of Adoption, Engagement, and Impact at different levels: Clients, Individuals, Programs, Modules, and Sessions. 

Engagement Analysis

Engagement Analysis Reports dive deep into Participant Adoption and Engagement. You'll get data around what people are committing to and why, and reports that help you assess which Participants are making progress on their Commitment and which Participants would benefit from a nudge or follow-up.

Impact Analysis

Impact Analysis Reports analyze Commitment Activity by yourself or your Participants and how that Activity influences overall Impact Ratings. These reports will allow you to answer, "Who's changing what behaviors, to what effect, and how can we help them realize even more impactful change?"

Firm Analysis

Firm Analysis Reports give you insight on your efforts across all programs, and what sort of effect those efforts are having on your Participants' behavior change. 

Selecting and Filtering your Reports

1. Select the Report that you want to view. 
2. You'll see a series of filters that will help you define the Report. Use the dropdown menu of each filter to define your parameters. Note that filters with a red asterisk are required.(Learn how to create and use custom filters here).
3. Click "Generate Report."

Downloading Reports

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

1. Click the "More" icon (three vertical dots) on the top right-hand corner of the report or visualization that you'd like to download. 
2. Click "Download."
3. Adjust your download settings and define the file type that you want to download. Full reports can be downloaded as PDF, while specific visualization tiles can be downloaded in .csv, .xls, or .png formats.
4. Click "Download." Your report or single visualization will be downloaded!

Refreshing Reports

If a recent change has been made to the data in your report and you want to see the most up-to-date version, you might need to refresh your report.

1. Select the report that you want to refresh (you might be on it already!)
2. Click the "More" icon (three vertical dots) on the top right-hand corner of the report or visualization that you'd like to refresh. 
3. Click "Clear Cache and Refresh." Note: this will only clear cache and refresh the data in your report, not in your browser. 
   
   

Scheduling Report Delivery

If you want to receive a specific report on a cadence that is meaningful for you. You can set that up! Note: this is available for all reports except Text Analysis reports right now.

1. Select the report you want delivered
2. Click the "More" icon (three vertical dots) on the top right-hand corner of the report or visualization that you'd like to schedule. 
3. Click "Schedule" 
   
4.  Once in the Schedule Delivery Menu
   1. Change the name of the scheduled report - if necessary
   2. Set the Recurrence and time
   3. Select the Email Address you want it to be sent to 
   4. Select the Format you want to receive
   5. Optional: navigate to advanced options to edit further.
5. Optionally, click "test now" to see what the received message will be
6. Finally, click "Save" for the system to schedule the report for a future date. 

 

Unsubscribe from the Scheduled Delivery

Once you are done receiving the reports you need, you can unsubscribe and cancel the delivery. Follow the directions below to stop the delivery. 

1. Select the report you want to cancel the delivery
2. Click the "More" icon (three vertical dots) on the top right-hand corner of the report or visualization that you'd no longer like to receive. 
3. Click "Schedule" 
4. The Scheduled reports will appear, here you can click the three dots to see the options.
5. Click "Delete" to stop the scheduled reports, or click "edit" to increase or decrease the cadence.
6. Click "delete" once more to confirm and remove.