Reports & Charts





Why do we need the feature?

What is a Report?

Reports are tables and charts to visualize the performance of users based on the decisional parameter of campaigns.

Use of Report

The performance of the campaign depends on the performance of users enrolled in it, so reports help to analyze the performance of campaigns based on the decisional parameters. This feature comes with different types of reports to visualize the progress of campaigns on the customizable dashboard.

UI Elements

The UI under the Reports has 5 different sections:

  • Types of Report - Option to select the report type wants to show on the dashboard based on requirements.

  • Add the metrics on which users will be tracked - Add up to 3 metrics to rank the users.

  • Group report by - Dropdown to select the user table fields on which group the report.

  • Interactive Filters - Add interactive filters from the user table field to configure the report based on needs.

  • Visibility of Reports - Option to choose whom you want to show the Reports, either admin, Participants, or both.

Workflow / Using the Feature

  • To add reports on the dashboard page, click on the Reports option of Add widget dropdown. It will take you to the landing page of the report

  • As seen in the above screenshot, two types of reports are available to add, tables and charts(Line & Bar).

Add the table to the dashboard

  • Click on the table icon, choose the metrics you want to see in reports, and add columns from the user field by "Add column dropdown."

  • It also has the features of the group the table by any user fields using the "group report by" dropdown and adds interactive filters on the report using the "Add Interactive Filters" dropdown. An additional feature for whom you want to show the report is admin, participants, or both. (Currently, it is only visible to the admin)

Add the Charts to the dashboard

  • Click on any chart icon (Line/Bar), then choose the metrics you want to add on Y-axis and X-axis.

  • For the group report, interactive filters and visibility of the report's features process will be similar to adding the table.

  • Once all the sections are completed, give the report's name (Upper left corner) and save the report(upper right corner, element 2).

Example Use Case

  • In the below example, Created a table report to see the performance of productivity scores across the users.

  • As seen in the above image, added three metrics and four columns from the user field table to the report. The report is grouped by company role name, so the drop-down gives options to select user templates.

  • To see all user metric performance, click on expand icon(upper right element 1) and to view, edit and delete the report, click on the three-dot icon(upper right element 2).


How long it takes for people to interact with the feature for the first time, measure of ease of use and adaptability

It doesn't take much time for the user to interact with this feature and it is very simple to use and adopt, self-explanatory verbatim on the UI.

How often feature is being used

This feature is used whenever users want to pull the reports on the dashboard, and edit/views them.

How long do users spend interacting with the feature

Users spend time on this feature only when creating, editing, and viewing the reports.

Abandonment rate

Depends on the campaign's requirements.

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