We've updated our workload reporting to enhance usability and provide more comprehensive insights. This guide walks you through the main changes and new features.
Streamlined Reporting
We've consolidated the Workload Overview, Input, and Inventory reports into a new, comprehensive view.
The original Workload, Input, and Inventory reports are not going away
immediately. They are still accessible via a link in the banner at the top of
the new reports.
Shift to Backlog Hours
Our primary metrics now focus on backlog, input, and output hours rather than volume. This provides a clearer picture of workload and makes the data more intuitive to interpret.
Top Metrics Highlights of Inventory Volume, Inventory Hours, Input Hours, and Output Hours are prominently displayed for an immediate workload status snapshot.
Key Features
Our updated report includes several powerful features designed to provide deeper, more actionable insights:
Workload Trends: Shows how workload changes over time, automatically adjusting grouping based on the selected date range. Helps with resource planning and identifying patterns.
Backlog Hours: Offers a detailed view across different dimensions to quickly identify bottlenecks and allocate resources effectively.
Break down backlog by organizational unit, team, and various process dimensions.
Sort backlog hours to identify areas of highest and lowest accumulation.
Workload by Day: Compares the busiest and most productive days of the week to optimize weekly scheduling.
Workload Table: A comprehensive, sortable table comparing key metrics by various organizational dimensions. Enables easy performance comparison and identification of areas needing support.
Improved Filtering Capabilities
The new "Add Filter" button allows you to dynamically add filters to the report. Besides the fixed date filter, only the selected filters will be visible, making them easier to understand at a glance.
When you use the interactive features, you will notice the filters are updated at the top of the page.
Interactive (Clickable) Charts and Tables
You can now click on some chart elements and table rows to filter the report with more granularity. The interactive nature of the charts allows you to analyze results in greater detail at the click of a button.
These features work together to provide a comprehensive view of your operations, allowing you to:
Identify trends and patterns in your workload.
Spot bottlenecks and inefficiencies quickly.
Make data-driven decisions about resource allocation.
Compare performance across different dimensions of your organization.
Plan more effectively for both short-term operations and long-term strategy.