Insights is IdeaPlace's visual reporting and analytics engine, designed to support ideation management programs of all sizes. The video below provides the high-level benefits and potential of this feature.
IdeaPlace also offers an Excel-based reporting feature, explained in the article Excel Reporting.
How it works
Insights is composed of two interfaces, one within the IdeaPlace platform on the "Insights" page, and another as a Management Console used to create and manage dashboards and reports. Within IdeaPlace, Insights Dashboards are visible to any user with the Report Analyst or Administrator role, by default. To request access to the Management Console, please contact the support team. IdeaPlace Insights has four default dashboards to help monitor and track performance: Program Benchmarks, Challenge Management, Innovation Insights, and Executive Summary. See below for details on each.
IdeaPlace Benchmarks are now available in your instance by selecting the Program Benchmarks Dashboard from within the Insights portal, or the Insights page within IdeaPlace (Dashboard > Insights). These benchmarks enable IdeaPlace Customers better understand how they compare to others in similar or alternative industries. For more information, have a chat with your Customer Success representative today.
The Challenge Management Dashboard is designed to help challenge leaders and administrators understand how a challenge is progressing. This Dashboard can be viewed or delivered daily to help monitor incentive metrics, graduation rates, and participation. Watch the video below for more details.
Innovation Insights Dashboard
The Innovation Insights Dashboard is the default IdeaPlace dashboard and provides the user with instance and community/challenge level information. The information below defines the metrics available on this dashboard.
The Overview Tab is an instance level dashboard, containing reports that include overall participation and activity.
A) Number of non-challenge communities
B) Number of open challenges
C) Number of closed and draft challenges
D) Number of all users on the instance
E) Number of posted ideas
F) Sum of idea comments and replies
G) Sum of idea and comment votes
H) Number of users who have posted an idea, comment, reply, idea or pairwise vote, or review
I) Number of posted ideas
J) Sum of idea comments and replies
K) Sum of idea and comment votes
The Engagement Tab is an instance level dashboard, containing reports that include overall participation and activity. Filters can be applied to limit the results by activity or signup date.
A) Percentage of unique users who have posted an idea, comment, reply, vote, or review
B) Percentage of active users who have posted an idea
C) Percentage of active users who have posted an idea comment, or reply
D) Percentage of active users who have voted on an idea or comment
E) Number of users on the instance
F) Number of unique users who have visited the instance
G) Number of users who have posted an idea, comment, reply, idea or pairwise vote, or review
H) In most cases, chart dates are based on local time zones and updated between 23:00 and 01:00
I) Number of users who have posted an idea, comment, reply, idea or pairwise vote, or review
J) Number of unique users who have submitted an idea
K) Number of unique users who have submitted a comment or reply
L) Number of unique users who have voted on an idea or comment
M) Number of users added to the instance, by day
The Challenges Tab is a community and challenge level dashboard, containing reports that include participation and activity. Filters can be applied to limit the results by activity or signup date.
A) Used to select desired community or challenge
B) Only displayed if categories are used
C) Percentage of idea count per stage
D) Number of Ideas
E) Number of comments and replies
F) Number of idea and comment votes
G) Number of challenge points
H) User's reputation for this challenge
I) Number of completed review forms
J) Number of unique page views based on time qualifier
K) Number of star votes cast
L) Number of up votes
M) Number of down votes
N) Number of comments and replies
(Not shown) Actual star rating if applicable and number of completed review forms
Executive Summary Dashboard
The Executive Summary Dashboard is a standard IdeaPlace dashboard that helps program managers measure, track, and compare performance across all ideation and innovation challenges. The videos below provide an overview of the dashboard and information on how to customize it.
Executive Dashboard Introduction:
Executive Dashboard Customization Tutorial:
Customizing Reports and Dashboards
All reports and dashboards can be customized, to include or exclude specific data from your instance. Watch the video below to learn how to customize reports and dashboards.
You may schedule reports and dashboards to be sent to non-Insights project members, by sending a request to the support team.
Q. What if I don't see the edit options when logging into Insights?
A. In some cases, your web browser may use cached IdeaPlace credentials to log into the Management Console, resulting with the inability to view and access reports and dashboards. To determine if this has happened, compare the Username in the upper right corner of your screen with figure 6 below. If you see " IdeaPlace User", you must log this user out and login with your Insights credentials, or use a different browser that is not currently logged into a IdeaPlace Instance. The proper screen, once authenticated, should display your name in the upper right corner (figure 7).
Q. How does Insights determine the default Dashboard to show to users?
A. When a user accesses a dashboard for the first time, it will automatically display the first dashboard which is listed in alphabetical order. After their first login, they will see whichever dashboard was last accessed.
The above FAQ refers to the Insights Page within IdeaPlace.
Q. How often is IdeaPlace Insights data updated?
A. Insights data is updated four times daily. The refreshes occur every six hours for each client in our two hosted locations for Insights. Currently, the start times are distributed across the twenty four hour period in order to balance the load and maximize performance. This means that the day is split into quarters at 00:00 - 06:00AM, 06:00-12:00, 12:00-18:00, 18:00-23:59. Each customer will have a complete data export inside of each of the quarters but not at a fixed time during the six hour window.
Q. Could you define some of the most commonly-used reporting metrics?
A. Here are the most popular 12:
activeUsers – Users who have posted anything on the platform (idea, votes, comments, reviews)
activityCount – Count of all activities including views
ideaActivity – Number of ideas submitted
ideatorsActivity – Number of unique idea submitters
ideaCount - Number of ideas submitted, should not be used with the Activity dataset
commentActivity – Number of comments submitted
commentersActivity – Number of unique comment submitters
commentCount – Number of comments submitted, should not be used with the Activity dataset
voteActivity – Number of votes submitted
votersActivity – Number of unique vote submitters
voteCount – Number of votes cast, should not be used with the Activity dataset
Visitors – Number of unique users accessing the site
To add the name of the user associated with an activity and their attributes, add the corresponding metric. For example, to list the idea creator’s attributes in an idea report, add the idea count metric to the report and then add the User Attributes to the report.
To add the name of the user associated with an activity, add the corresponding metric. For example, to list the names of commenters in an idea report, add the comment count metric to the report and then add the User Name to the report.
To add the name of the user associated with an activity, add the corresponding metric. For example, to list the names of voters in an idea report, add the vote count metric to the report and then add the User Name to the report.
- The Activities dataset along with the Activity Date dateset are the only ones that can be used to capture activities along with the Users & Challenge datasets.
- The Ideas dataset can be linked to the challenge dataset.
- The data model graph is available at Manage->Data->Model
- Several canned reports are available in the IdeaPlace Canned Reports folder and can be used as starting points to construct reports.
The Activity by Month report should be used for month over month comparisons (using Activity Date). The Idea Created Date field should only used to track when an idea was created.
The Daily Activity - SV Report lists daily ideas, comments, & votes:
Activity is tied to the activity date. This field would have to be used to tie all data in the Activity and Activity Facts dataset, the corresponding metrics would have to be used in the report.
ideaActivity - Count of ideas submitted
commentActivity - Count of comments submitted
voteActivity - Count of votes submitted
ideatorsActivity - Count of users who submitted ideas
commentersActivity - Count of users who submitted comments
votersActivity - Count of users who submitted votes
Fields are grayed out when they are not available for selection. The data model can be viewed from Manage > Data > Model.
There exists in Insights the option to add a person as a Viewer or an Editor. If a user is given Viewer access to Insights, they can log onto Insights and see the dashboards they have been given access to, but will not be able to change anything. To change permissions from Viewer to Editor or vice versa, submit a ticket to the Help Desk. Ask for Viewer option to the email addresses when you submit the ticket to support.