Automate the creation and delivery of tailored reports with key metrics
An Impero report delivers the key figures about your control performance, such as on-time rate and the number of completed and overdue controls. The on-time rate indicates the percentage of controls completed before the due date.
How to create a new report
- Click on "Reports"
in the menu. - Click on "Create new" in the top, right corner.
- Select between:
- Standard report
- Task-based report
- Workload report
Depending on the selected report, you will either be asked to fill in task mappings (if it is a task-based report), or you will be led directly to the report, which you can then customize according to your needs.
Tip! Read more about types of reports here.
How to customize the report
When you have entered the actual report, you will have a general overview with a graph on top and a table in the bottom. The data shown can be customized to fit exactly your needs in various ways.
Search bar
You find the search bar on top of the report. Use the search bar to narrow down the results in the report, so it only shows the data you wish to view. If you e.g. only want to see data for a certain program, you can simply enter the program name into the search bar and thereby filter out the content.
Date range
Narrow down the shown data to a certain time frame using the date range, which is located in the top, right corner. You can choose to either show data based on due date or period in a given time frame.
Chart dimension
You have the option to modify the view of the chart by changing the dimension. Click in the dropdown on the top, left side of the chart and select the desired dimension.
The view of the chart will change depending on the dimension which is selected.
Chart content
You can modify amount of pillars and labels of the pillars in the chart by clicking on the small cogwheel.
You can add new pillars by clicking on "Add" or remove existing pillars by clicking on the X. Click on the colored square to change the color of the pillar to match the colors of your organization.
Table settings
You can adjust the table settings to show data in a certain order. You do this by adding groupings to the table. Groupings are used for organizing information in certain groups or rows in the table. You find the table settings under the small cogwheel right above the table itself.
As a standard, the information is grouped only on programs, but you can edit the view to fit exactly your needs. Read more about all the different grouping types here.
You can also remove or add some columns in the table by clicking "Adjust view":
Save report
Once you are done adjusting your report, you can save it to be used in the future as well. Click on "Save as" in the top, right corner.
You can select whether you want to save the report with the current date filter or not by ticking the field in the bottom before saving.
Learn more:
- Do you want to create a task-based report? Go to How can I report on answers in single-choice questions using task-based report?
- Do you want to pre-design and save a report? Go to How do i pre-design and save reports?
- Do you want to Edit / Delete a report? Go to How do I Edit/Delete a report?