The policyIQ team worked to provide a different type of learning experience incorporating some new technology for our session attendees in November. This session was interactive and geared toward the visual and hands-on learners. We dug into the nitty gritty detail of what is possible with policyIQ’s Reports module. The participants were great sports—sincere thanks for your engagement!
We devoted an hour to helping participants take command of their business information and boiled it down to 5 key takeaways:
- Start with a look at what you’re tracking and adjust as necessary
- Three primary report types will serve most of your needs
- A seemingly infinite combination of filters allow you to focus on key information
- Display the information most valuable to you by selecting relevant column options
- Increase your efficiency, effectiveness and productivity with incorporation of reporting “accessories”
1) Start with a look at what you’re tracking and adjust as necessary
You primarily track pages in policyIQ. They are created from Templates which you customize with any number of a variety of Field types. You specify who should have read, write and approval access to your information. Remember that you can index or file your pages into any number of Folders (it’s a relational database—the page still exists only once for optimal version control). Upload virtually any type of attachment to complement or support your pages. Link relative pages to one another.
And, each one of these elements is reportable and among your filter choices!
If you find that you are not able to report on information that is critical for your process or decision making and don’t know how to improve your policyIQ configuration, reach out to us! We are happy to help you make adjustments.
2) Three primary report types will serve most of your needs
While policyIQ houses a full suite of reporting options for Pages, Forms and Users, we focused on those reports most often needed and used in policyIQ:
3) A seemingly infinite combination of filters allow you to focus on key information
What do you think of when you think of a filter?
I’m a nut about music—all kinds of music and I like to listen to it pretty loud (Paul Oakenfold is playing in the background right now). What I find way more pleasing than loud music is crystal clear high quality sound—the kind that you achieve with employment of a range of filters. They filter out the noise and extraneous sounds.
That’s what the use of appropriate policyIQ filters can do for your information. They allow you to narrow the scope of your results to only those items that interest you most. Check out the policyIQ Reporting Cheat Sheet for a full list of the Filter options.
4) Display the information most valuable to you by selecting relevant column options
And with the Summary Report Type where you are creating a grid view, you can specify column and row headings by selecting from the various options. The information that can be displayed is organized into four categories:
- General Properties such as “Expires On” or “Folders”
- Security including “Checked in By” and “Viewers”
- Changes like “Published On”, “Changed On” and “Changed By”
- Templates and Fields allows you to display any detail among the attributes that you have configured in your Templates. Display “Contract End Date” or “Contracted Amount”, for example.
5) Increase your efficiency, effectiveness and productivity with incorporation of reporting “accessories”
- Categorize your Reports so that you can easily locate those that you tend to call on regularly.
- You can even place a link on your Dashboard to your most frequently needed Reports by choosing “Add to Favorites” from the Reports module.
- Have you noticed the “Print/Export” option in the upper right corner of the screen in the Table Toolbar? Explore your options here! In addition to the obvious print and export capabilities, you’ll find the options to view your report results in a number of different layouts. For example, you might choose a “Grid” view for your own analysis and the “List” view to export to Excel so that you can roll it up with other information that you wish to share with management.
Tools and Resources
If you wish to review any portion of our session or to share the wealth with a colleague who couldn’t join us, point them to the session recording or to the relative information in the policyIQ Help guide. We created a “cheat sheet” for Reporting in policyIQ that you will find in your online Help guide.
Put your fingers on the keyboard! If you would like to put your reporting skills to the test in the same way that your peers did in our training session, get in touch with us and request access to our policyIQ Practice site.
We aim to help you master your information and to work as efficiently and effectively as possible. Let us know if you’d like to brainstorm or talk through your configuration, reporting and other policyIQ questions.