Workbench Tab
Workbench provides you with the tools to report, in any way, the metrics in your scorecard. You may wish to isolate problem metrics or flag those requiring special attention. You can Report on the metrics selected via Print, Share through email, Export or our Presentation mode.
Presentation mode allows you to display your results in a Power Point "like" format. Save your Presentation to a stick for transfer to other presentation hardware or simply Present from the Web.
Your Options:
Left Side Panel
Select the Business or Business Unit
Select your Date Range
Filter your metrics by Perspective or Filter your Metrics by problem metrics - Red Flag
Top Header
Select Grid Layout
Select Recurring - do you intend to use this report content and layout again?
Select whether you need individual graph comments
Select whether you require a Main overall comment for your report
Select your report Orientation - Portrait/Landscape. The default is Portrait.
Select your Report Output - Export, Print, Share, Presentation
Save and Reset functions available
Right Side Panel
MultiGraph functionality - add additional dynamics to any MultiGraph you create
Getting Started
Enter your Report Name. Then Select your business and reporting year.
Filter your metrics as required.
Select a Placeholder by clicking the Placeholder box.
Check the Metric you wish to graph. Choose additional Placeholders with matching Metrics to complete your report.
Once your Graph appears on the Placeholder you can change the graph type to fit your purpose. Remembering the purpose of graphs are to communicate a result quickly and precisely.
Mouse over your graph to find the additional features. You can delete your graph, change the type , visually see if it has been Red Flagged
, view numeric results and drill down even further with Analytics
- a more in-deph view of performance. Your Analytics
screen opens in a new Tab to provide practical functionality.
Enter Comments where required to describe the individual Metric Performance.
Click the "Add Main Comment" Icon (top of page) to record your Report's overall appraisal.
MultiGraphs can be created by simply selecting a Placeholder and more than one Metric. Great for comparing comparable Metric results.
Use the MultiGraph additional features (Right Side Panel) for added enhancements.
Save your Report. Then ... Print, Export, Share or Present.