Graph Reporting

Graph reporting allows you to view trends over specific periods of time.

Trends are powerful. Trends highlight patterns. Positive trends can be reinforced, while negative trends can be realigned. You can't do either of these if you are not aware of the trends of your users.

Sorting by time frames and metrics, you can analyze trends for the users you manage as a whole while also being able to drill down to the individual level.

How do I access graph reporting?

How do I customize the data and time frame shown on the graph?

How do I save graph reports?

How do I export graph data?

Access Graph Reporting

1. Open the left navigation and click Analytics.

2. From the analytics' home page, you can open any previously saved reports or open a new report type.

Select Graph from the Explore Data and Create New Reports dropdown and click Explore Data.

If your organization does not use both Activity and Objective Score, a "No Data" message will render upon loading. Adjusting the filters in the next step will resolve the no data message!

3. Click the filters icon , , to slide out the filter panel, allowing you to have drill-down capabilities to capture the exact Data, Metrics, Time Frame, and Hierarchy Levels you are desiring to see. 

4. Select the Display As filter to view your data across three different graph types:

• Line Graph - Great for viewing trends over time.

• Stacked Area Graph - Perfect for comparing part-to-whole relationships (ex: Meetings Set - Outbound with Meetings Set - Referral).

• Column (Bar) Graph - Great for comparing teams across a single metric.

5. Customize the time frame and series that you wish to view data across.

a. Select the Time Frame that you are wanting to view data across.

Note: UTC is used as the time standard when using time frame selections. To view data in your respective time zone or across several time zones, we recommend using the "Custom" option.

Time frame options include:

• Day
• Week
• Month
• Quarter
• Year
• Custom*

*Selecting Custom will allow you to choose a specific start date through a calendar picker.

A custom end date can be selected as well.

If a custom start date is not selected, also update the length of time you'd wish to view.

Determine the end range of your data set by selecting either today or a custom ending time.

b. Decide the intervals that you wish to see your data by selecting either day, week, month, or quarter. This will be your x-axis on your graph!

Example x-axis from selected time series above. 4 Months broken down by Week.

Note: Choosing a time series that's larger than the time frame will result in a single data point on your graph.

Example. Time Frame = 1 Month ending Today, Time Series = Quarter will render a single data point instead of a line or stacked area graph and a single bar for a column graph.

When viewing the Objective Score metric, ensure that the time series is equivalent or greater than the organization's Objective Score time frame (ex: weekly, monthly, or quarterly).

6. Select the metric you wish to analyze by clicking the dropdown under metric. You have the ability to select up to 12 metrics at once.

You can either view 12 metrics at once for 1 user/group/manager, or 12 users/group/managers at once for 1 metric.

7. Select the appropriate hierarchy level for the data you are looking to analyze.

Learn more about hierarchy levels here.

Hierarchy Level - select the group type you wish to view graph reporting for

Do I want to compare data for 3 different Users? Do I need data for just one team?

Selection Type will only display "Custom".

Graph Mode will allow you to select up to 12 users or groups to display.

You can either view 12 metrics at once for 1 user/group/manager, or 12 users/group/managers at once for 1 metric.

8. Include or exclude weekends in your data through the Include Weekend toggle.

9. If line is selected as the "Display As" option from Step 5, you'll have an additional toggle of Show Percent Changed.

The % to change will appear in parentheses next to the value.

10. Select the Apply Filters button to update the graph reporting with your filter changes. Applying filters will reload your Graph report with the newly selected filters.