Feature Overview
The Report Insights Dashboard in Nimbly provides a powerful, all-encompassing view of your reporting activities. It’s your go-to hub for visualizing report statuses, types, counts, and completion times. This dashboard empowers you to monitor reporting efficiency, pinpoint bottlenecks (like a high number of missed reports from a specific site or user), and understand trends in report generation and submission.
Current Status & Accessibility
- Status: Released and fully operational.
- Platform: Accessible via web browsers.
- Access: Requires valid Nimbly login credentials. Typically available to users monitoring operational performance or managing reporting, such as Admins, Managers, or Analysts.
- Navigation: Head to Dashboards (sidebar) > Operational KPI (submenu) > then click “Click for deeper insights” from the “Reports” card.
Key Capabilities at a Glance
The Report Insights Dashboard is packed with features designed to give you granular control and actionable insights:
- Visual Report Overview: Interactive pie charts display the overall report status (e.g., Missed, Pending, Completed) and report types (e.g., Scheduled, Adhoc).
- Deep-Dive Analysis: Drill down into pie chart data by Site, Department, User, or Questionnaire for more focused insights.
- Detailed Tabular Data: View Report Count and Report Completion Time in configurable tables, grouped by Site, Department, Questionnaire, or User.
- Modal Views for Granular Data: Access detailed pop-up views for Report Count and Report Completion Time, allowing further grouping and column customization.
- Investigate Specific Reports: Drill into individual Completed Reports and Missed Reports, with options to view and drill down by Site, Department, Assigned To, and Questionnaire.
- Comprehensive Global Filters: Apply filters across various criteria like date range, managed by (Department/Users), Site Group/Region, Site, Department, User Role, User, Questionnaire, Category, and Report Status.
- Save & Reuse Filters: Create and save your preferred filter configurations for quick, repeatable analysis.
- Flexible Data Export: Export data from detailed modals and report-specific views as PDF, Excel, or CSV.
Core Workflows & UI Walkthrough
Let’s walk through how to navigate and leverage the dashboard’s features:
Accessing the Dashboard
- Log in to Nimbly.
- Navigate to Dashboards (sidebar) > Operational KPI (submenu).
- If a “Please Note” pop-up appears, click OK.
- On the “Reports” summary card, click “Click for deeper insights”.
Once loaded, you’ll see the “Report Insights Dashboard” with a Filter bar, Report Status pie chart, Report Type pie chart, Report Count table, Report Completion Time table, and summary cards for Completed Reports & Missed Reports.
Understanding Report Overview (Pie Charts)
- Report Status Pie Chart: Shows the distribution of reports by their current status (e.g., 89.93% Missed, 9.97% Pending, 0.1% Completed).
- Report Type Pie Chart: Displays the breakdown of reports by type (e.g., 99.9% Adhoc, 0.1% Scheduled).
Interaction: Hover over a segment to see its count and percentage. Click on a segment (e.g., “Missed” reports) to drill down; “Drill By” radio buttons (Site, Department, User, Questionnaire) will appear, allowing you to re-visualize the data by your chosen dimension.
Analyzing Report Metrics (Tables)
Both the Report Count and Report Completion Time tables function similarly:
- Report Count Table: Provides data on Completed, Pending, Missed, and Ad Hoc Reports, alongside total reports.
- Report Completion Time Table: Displays Average, Maximum, and Minimum completion times.
Interaction:
- Use the “Show by” dropdown to control the number of rows displayed.
- The “View by” dropdown lets you change the primary dimension of the table (Site, Department, Questionnaire, User).
- Navigate through data using “Previous” / “Next” buttons.
- Click “View Details” to open a modal for more in-depth analysis and export.
Detailed Analysis & Export (View Details Modals)
Accessed by clicking “View Details” from either report table.
Interaction:
- “Group By” radio buttons: Organize data by Site, Department, User, Questionnaire, or Site Group.
- Column Configuration: Use checkboxes to select which columns are visible in the table.
- Download Options: Export the table data as Excel, CSV, or PDF.
Investigating Specific Reports (Completed/Missed Reports Modals)
Located next to the tables, these cards show counts for Completed Reports and Missed Reports. Click “Drill Into” below either count to open a modal.
Interaction (within modal):
- “View by” radio buttons: Change the primary grouping of listed reports (Site, Department, Assigned To).
- “Drill By” checkboxes: Add more detail columns to the table (Department, Assigned To, Questionnaire).
- Pagination: Navigate through results if applicable.
- Download Options: Export data as Excel, CSV, or PDF.
Applying Global Filters
Click the “Filters” button (top right). A panel will expand with various filtering options:
- Managed By: Filter by specific Departments or Users.
- Date Range: Select preset ranges (e.g., Last 7 Days, Last 30 Days) or define a custom range.
- Multi-Select Drop-down: Refine your view by Site Group/Region, Site, Department, User Role, User, Questionnaire, Category, and Report Status.
Actions:
- Reset: Clears all applied filters.
- Apply: Applies the selected filters to the entire dashboard.
- Save: Saves your current filter configuration for future use.
Configuration & Customization
The Report Insights Dashboard offers extensive customization to tailor your analysis:
- Table Views: Adjust row display (“Show by”) and primary grouping (“View by”) directly on the dashboard for Report Count and Report Completion Time.
- Detailed Modals: Customize grouping (“Group By”) and visible columns (“Column Configuration”) in the “View Details” modals.
- Specific Report Modals: In “Completed/Missed Report” modals, change the primary view (“View by”) and add extra detail columns (“Drill By”).
- Global Filters: Create and save highly specific filter sets to quickly recall customized dashboard views.
- Pie Chart Drill-Downs: After an initial drill-down, choose the dimension (Site, Department, User, Questionnaire) to further break down the pie chart data.
System Connections & Best Practices
Related Features & System Connections
- Operational KPI Dashboard: This dashboard is a direct extension, providing deeper insights from the “Reports” section of the main Operational KPI Dashboard.
- Core Reporting System: All data is pulled directly from Nimbly’s underlying reporting engine.
- User & Organizational Structure: Leverages Nimbly’s user accounts, department structures, and site/region hierarchies for accurate filtering and data attribution.
- Questionnaire Management: Utilize existing questionnaire definitions for robust filtering and analysis.
Best Practices for Effective Use
- Start Broad, Then Narrow: Begin with wider date ranges or general filters, then progressively refine your search to specific areas of interest (e.g., a particular department or site).
- Save Your Filters: Regularly save frequently used filter combinations (e.g., “My Department - Last 30 Days”) for quick, consistent analysis.
- Utilize Drill-Downs: Actively use the drill-down capabilities in pie charts and the “Drill Into” links for Completed/Missed reports to investigate anomalies or pinpoint performance [issues](../Issue Tracker/IssueTrackerOverview.md).
- Monitor Key Metrics: Keep an eye on metrics like Missed Reports and Average Report Completion Time to identify trends, potential operational [issues](../Issue Tracker/IssueTrackerOverview.md), or areas needing improvement.
- Export Smartly: Export as PDF for quick sharing of summary views, or use Excel/CSV for more detailed offline analysis or integration with other tools.
- Check Data Freshness: Be aware of the “Last Updated” timestamp on the dashboard to ensure you’re working with the most current data.
- Filter with Precision: When using multi-select drop downs in filters, be mindful of “Select all” or “Deselect all” to achieve your desired results.
Attachments & References Feature Video Walkthrough