KPI Report Templates

A Key Performance Indicator (KPI) is a specific type of report where a single item of data can be aggregated over time to provide a measure which can be reported on or presented in a dashboard as a simple table or as a chart. An example of a KPI could be a weekly count of the number of supplier sites, or the number of audits due to be completed in the next 30 days.

The KPI values are keyed by the Report Schedule Code and timestamp of when the KPI was measured. The KPI value can be selected as a data source to be included in a report template to define the actual KPI report, or presented in a dashboard.

KPIs are scheduled to run in the same way as reports; each time the KPI is run, the measure is calculated and stored. The values are stored in a separate KPI Results folder within the Report Outputs area. A KPI template may be used in any number of report schedules.

The aggregation function allows for measures to be calculated based on minimum, maximum or average values or the sum, count or number of distinct values in a set of data.

Filters can be used to refine the template to a data set appropriate for a particular type of KPI.

To access the KPI Report Templates, select the Manage KPI Report Templates option in the Reporting Admin area. This is only accessible to users with the Advanced Reporting Administrator authority profile.

The list of KPI report templates is displayed, grouped by status. A single Default list view is provided. For each template, the description, code, and version are shown.

Figure 3-14 KPI Report Templates Page

To see the details for a specific template, double-click the row. A tab opens with the details. You can also select the View or Edit actions.

Note:

The KPI Report Template records can be imported and exported using the Import and Export list view actions, however rows in the Filters table that relate to glossary selections or enumerations are excluded.