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The below videos cover the different reports we offer, how to customize them, and how to create new KPIs.

When creating a new report you need to take the following decisions:

- Which KPIs to include and in what order

- How to group them

- What default/optional filters should be available

- What display type to use

We recommend to what the videos in the below order:

• Reports Overview
  
  
• Check here what are the supported chart types and when you should use each one
  
  
• KPIs
  The KPIs are the metrices that can be includes in the dashboard and reports, and even be exposed in the homepage.
  • Out of the box KPIs
  • Create new KPIs
    
    
• Dashboards
  • The dashboards should include the most important KPIs and charts - please make sure it provides you the most relevant information in the best way.
  • The subsystem dashboard can be fully customized as explained here
  • The campaign dashboard's widgets can be fully customized as well by the sysadmins/subsystem admin but their structure is the same across all campaigns/challenges.
• Reports
  
  • Out of the box reports
    
  • You can easily create new reports - watch in this video.to learn how.
    

• Advanced options

  • Enrich the reports and dashboard by creating advanced grouping options
    Based on the report scope, you can search and use the basic grouping, based on:
    

    • The entity creation/transition dates
    • Any of the SS category fields
      
    • Any of the acting user's profile select field
    • The campaign/challenge/tenant the entity belongs to
      
      But in more robust systems, there is usually a need to create reports in which the KPIs are grouped by profile fields of additional roles and/or by dates that are not necessarily the entity creation dates. Click here to learn how to use it.

  • Personal Reports and Dashboards:

Personal reports  and dashboard widgets are automatically filtered based on the user viewing the report.
This is useful for creating role-specific or user-specific dashboards, such as showing project managers only the ideas they manage, or displaying data relevant to a user's country or department.

There is no need to create dedicated KPIs for this.
When creating a report with the Personal scope, based on the below logic:

    Note: Comment, Vote, User, and AI KPIs are not available for Personal scope reports.

Related articles can be found here