Legacy Excel Reporting
- Last updated
- Sep 23, 2022
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- Getting Started
- Data Driven Innovation
- FAQs
- Communities and Challenges
- Creating Communities and Challenges
- Communities versus Challenges
- Create a Community
- Overview: Challenges
- Framing a Challenge
- Creating a Challenge using the Challenge Wizard
- Challenge Overview Page/Challenge Home Page
- Viewing Challenges
- Working with Challenge Templates
- Configuring Challenge Phases
- Setting Challenge Status
- Archived Challenges
- Display/Remove Challenges or Ideas in Other Communities
- URL Customization
- Site Launch Checklist
- Types of Challenges
- Challenge Access
- Resolving Challenges
- User Experience
- Creating Communities and Challenges
- IdeaPlace Notifications
- Email Templates
- Email Template Overview
- Challenge Email Templates
- Challenge Update Email
- Idea Submission Email Templates
- Administrator and Moderator Spam Filter Templates
- Comment Email Templates
- Content Management Email Templates
- Disable All Email Templates
- Email BCC for Data Retention
- Email Template Variables
- Idea Graduation Email Templates
- Miscellaneous Email Templates
- Share With email template
- Store Email Templates
- Task Email Templates
- User Email Templates
- Overview: My Inbox
- Setting Up Notifications
- Email Templates
- User Management
- Configuring User Experience
- IdeaPlace Single Sign-On (SSO)/Integrated Authentication Overview
- Permissions
- Roles
- User Access/Registration
- Access Settings
- Adding and Removing User Access
- User Creation, Access Setup and Role Assignment
- Importing Users, Ideas, and Comments
- Changing Site Access/Removing Membership Access for a Challenge or Community
- Locking Users in Bulk
- Adding Custom Roles in Planview IdeaPlace
- Excluding Users from Leaderboards
- Steps to Take if a User Forgets Their Password and Is Locked Out
- IdeaPlace Registration Modes
- User Registration Requirements
- Creating a Custom Registration Form
- Logging in/Customizing the Login page
- Connection Time Out
- Idea Management
- Idea Lifecycle
- Idea Graduation
- Categories
- Overview
- How to Add a Category from within a Challenge
- How to View Current Categories on the View Ideas Page
- How to Edit or Delete a Category from within a Challenge
- Category Moderation
- How to Add a Category from within a Community
- How to Link a User to the Post Idea Page with Category Pre-selected
- How to Follow a Category
- Frequently Asked Questions
- Tasks and Metrics
- Machine-learning Idea Features
- Import Ideas
- Bulk Actions
- Idea Implementation through the IdeaPlace-AdaptiveWork Integration
- Idea Implementation through the IdeaPlace-Portfolios Integration
- Idea Implementation through the IdeaPlace-ProjectPlace Integration
- Idea Tags
- Idea Teams
- Idea Trading
- Special Features
- Modify Your Site
- Engagement
- Technical Information
- Current Month's Release Notes
- IdeaPlace Release Note Archives
- 2024 IdeaPlace Release Notes
- January 2024 Release Notes
- February 2024 Release Notes
- March 2024 Release Notes
- April 2024 Release Notes
- May 2024 Release Notes
- June 2024 Release Notes
- July 2024 Release Notes
- August 2024 Release Notes
- September 2024 Release Notes
- October 2024 Release Notes
- November 2024 Release Notes
- December 2024 Release Notes
- 2023 IdeaPlace Release Notes
- 2022 IdeaPlace Release Notes
- 2021 IdeaPlace Release Notes
- 2020 IdeaPlace Release Notes
- 2019 IdeaPlace Release Notes
- 2018 IdeaPlace Release Notes
- 2017 IdeaPlace Release Notes
- 2024 IdeaPlace Release Notes
- TeamTap Release Note Archives
- December 2024 Release Notes
- November 2024 Release Notes
- October 2024 Release Notes
- September 2024 Release Notes
- August 2024 Release Notes
- July 2024 Release Notes
- June 2024 Release Notes
- May 2024 Release Notes
- April 2024 Release Notes
- March 2024 Release Notes
- February 2024 Release Notes
- January 2024 Release Notes
- November /December 2023 Release Notes
- September/October 2023 Release Notes
- August 2023 Release Notes
- July 2023 Release Notes
- June 2023 Release Notes
- May 2023 Release Notes
- April 2023 Release Notes
- March 2023 Release Notes
- February 2023 Release Notes
- December 2022/January 2023 Release Notes
- October/November 2022 Release Notes
- August/September 2022 Release Notes
- June/July 2022 Release Notes
- April/May 2022 Release Notes
- February/March 2022 Release Notes
- December 2021/January 2022 Release Notes
- October/November 2021 Release Notes
- Maintenance and Upgrades
- Sunsetting Support for Legacy Excel Reports
- Planview Sunsets IE11 Support
- REST API
- Ensuring that IdeaPlace can send email on behalf of your email domain - SPF Records
- Field Posting Limits / Character Count
- Fixes, Tips and Workarounds
- Planview IdeaPlace System Architecture
- Best Practices
- End-User Articles
- What is IdeaPlace?
- IdeaPlace User Guide
- User: Tips for Posting Ideas
- User: Participating in Challenges
- User: Searching for Ideas
- User: Track Ideas
- User: Idea Commenting
- User: What is the Activity Stream?
- User: Idea Graduation
- User: Profile Functions
- User: Edit Profile
- User: How to Vote with Pairwise
- User: Uploading Files to IdeaPlace
- User: Existing Review Commenting
- User: How to Place a Store Order or Bid in an Auction
- User: @mention people in content
- User: Accessibility Compliance/Section 508 Support
- User: Blogs
- User: Predictions
- User: Star Voting
- Tribal Knowledge
- IdeaPlace Enablement Webinars
- Access and User Import
- API Use Cases and Endpoints
- Building a Challenge Pipeline
- Challenge Moderation
- Challenge Question, Communications, and Incentives
- Challenge Templates and Use Cases
- Configuring Challenge Phases and Stages
- Expert Review
- Public Access Settings - Self Registration
- Site Editor
- User Attributes
- User Management and Access Settings
- Reporting - Planview IdeaPlace Analytics Embedded Solution
- Custom Fields Values - Updating the SpigitModel
- Planview IdeaPlace Analytics Update
- Standard Reports in Insights/Power BI
- November 2021 PBIX Updates
- May 2021 PBIX Updates
- January 2021 PBIX Updates
- December 2020 PBIX Update
- October 2020 PBIX Changes
- Access/Insights Page Sections
- Creating and Editing Reports
- Challenge Activity
- Ideas
- Idea Activity Breakdown
- Idea Custom Fields
- Idea Voting Breakdown
- Idea Closure Fields
- Idea Closure Fields - Numeric
- User Activity Challenge
- User Activity / Time
- Pairwise
- Tasks
- Review Responses
- Idea Key Themes
- Sentiment Key Influencers
- Idea Sentiment Dashboard
- User Custom Fields
- Insights Update – Planview IdeaPlace Data Driven Innovation
- All Data Clusters
- TeamTap1 - TeamTap Key Themes
- TeamTap2 - Tap Drill Dashboard
- TeamTap3 - Tap Clusters
- TeamTap4 - TeamTap User Activity Breakdown
- TeamTap5 - Tap Explorer
- TeamTap5a - Tap Explorer Activity
- TeamTap5b - Tap Explorer Themes
- TeamTap Sentiment Influencers
- Embed Reports Option
- Custom Report Building
- OData Access for Planview IdeaPlace
- Accessing Planview IdeaPlace Data with Power BI Desktop Using OData
- Accessing Planview IdeaPlace data in Microsoft Excel
- Power BI
- User Access Report through Site Settings
- Video Library
- Innovation Management Capability Model Outputs, Reports, and Analytics
- All Data Clusters
- Challenge Activity
- Dynamic Idea Report
- Dynamic Review Report
- Excel Custom Reports
- Ideas
- Ideas Activity Report
- Idea Activity Breakdown
- Idea Closure Fields
- Idea Closure Fields Numeric
- Idea Custom Fields
- Idea Key Themes
- Idea Selection Report
- Idea Sentiment Dashboard
- Idea Tracking Report
- Idea Voting Breakdown
- Moderator and Expert Activity Detail Report
- OData/Power BI Desktop Custom Reports
- OData/Tableau Custom Reports
- Pairwise
- Private Comments Report
- Rapid Report
- Reviews
- Review Responses
- Sentiment Key Influencers
- Tap Clusters
- Tap Drill Dashboard
- Tap Explorer
- Tap Explorer Activity
- Tap Explorer Themes
- Tasks
- TeamTap Key Themes
- TeamTap Sentiment Influencers
- TeamTap User Activity Breakdown
- TeamTap Use Case Example 1 - Improve Agility in Digital Council
- TeamTap Use Case Example 2 - Improve Supply Chain Analytics
- TeamTap Use Case Example 3 - Team Trend Analysis
- TeamTap Use Case Example 4 - Voting on Process/Project Initiation, Continuance, Closure
- Users with no Activity Report
- User Activity Challenge
- User Activity / Time
- User Custom Fields
- User Tasks Report
- TeamTap
- TeamTap Introduction
- How to Create a Tap
- How to Share a Tap
- How to Respond to a Tap
- How to View a Tap's Statistics
- How to Vote on a Response
- Filter and Sort
- How to Accept Responses
- How to Close a Tap
- Advanced Filter
- Analytics
- How to Bookmark a Tap
- How to Delete Content from a Tap
- Keyword Search
- Notifications
- TeamTap Mobile
- User Roles
- Planview IdeaPlace NextGen (Labs)
- Integrations
Introduction
The Challenge Wizard allows challenges to be run for as little as five minutes to support ideation methodologies that focus on a shorter time span, such as hackathons, or innovation sprints.
To further support these methodologies, we embedded a series of Excel-based reports that can be run instantly from within IdeaPlace. These reports will help your team track idea progress and activity when running shorter events. For additional IdeaPlace reporting methodologies, see the article IdeaPlace Insights.
NOTE
No new Excel reports will be created, and we will no longer support the editing of existing reports as of April 30th 2021. A direct Excel connector to the Planview IdeaPlace application now permits customized Excel reports to be configured by using the Excel PivotTables functionality.
How it Works
Excel reports are available from the Reports page, which can be added as a navigation tab using the Site Editor, if desired. All reports are in .xlsx format and can be found at /Page/Reports.
This format benefits your team with support for a much larger data set: 1,048,576 records as compared to 65,536 records with .xls.
Available Reports
The fields listed in this article are the default values. Any customization is not included.
Dynamic Idea Report
This report gives an in-depth snapshot of the ideas submitted, including customized idea template fields, and idea engagement metrics (votes, comments, ratings, reviews). This can be run at any time during the challenge. It will include up to 25 idea template fields. Delete the empty columns from the report if you don’t have 25 idea template fields.
Fields included
Idea ID |
Email Address (of poster) |
Number of Comments |
Title |
Date Created |
Number of Replies |
Category |
Edit Date |
Number of Reviews |
URL |
Innovation Area (challenge) |
Overall Review Score |
Type |
Stage |
Number of Up Votes |
Thread (Comment or Reply text) |
Idea Fields (up to 25) |
Number of Star Votes |
Name (of poster) |
Team Members |
Star Rating |
Username (of poster) |
Tags |
|
Example Report
Dynamic Review Report
This report displays all completed reviews and tasks. Run this to find out the current idea review rating during the Expert Review Phase of the Challenge. The input parameter is the review form name. Delete the empty columns from the report for the empty evaluative fields.
Fields included
Idea Title |
Category |
Review Author |
Idea URL |
Stage |
Individual Review Score |
Idea Author |
Overall Review Rating |
Quantitative Criteria responses |
Idea ID |
Task Type |
Qualitative Criteria responses |
Example Report
Idea Selection Report
This report can be used when conducting the final review of ideas. Input parameter is the idea stage name. These four worksheets provide all the data needed to consider whether an idea should be moved to Successfully Implemented. Use this at the end of the challenge, when meeting as a group, to determine your final successful ideas; it can be used to facilitate an effective selection meeting. See this article for more information on how to facilitate a meeting for selecting ideas.
Idea Description worksheet
This provides basic idea information.
Fields included
Idea ID |
Idea URL |
Stage |
Title |
Idea Author |
Idea Template Fields (up to 18) |
Category |
Date Created |
|
You may want to replace the Field1, Field2 column headings with the actual idea template field names and remove any empty columns.
Example Report
Idea Stats worksheet
This provides the data around the idea including data from Pairwise and Reviews.
Fields included
Idea ID |
Date Created |
Number of Comments |
Title |
Stage |
Number of Up Votes |
Category |
Star Rating |
Star Votes |
Idea URL |
Pairwise Rank |
Number of Pairwise Votes |
Idea Author |
Overall Review Score |
|
Example Report
Review Scores Worksheet
This provides the results of the completed reviews done by your Experts.
Fields included
Idea ID |
Idea Author |
Individual Review Score |
Idea Title |
Overall Review Rating |
Quantitative and Qualitative Criteria fields (a total of 10 fields) |
Category |
Task Type |
|
URL |
Review Author |
|
You may want to replace the Field1, Field2 column headings with the actual review criteria fields and remove any empty columns.
Example Report
Selection Worksheet
This allows you to complete data as a group to help make the final selection decision. The fields listed are those on the Closed Successfully page. (If the report is used for ideas in the Implemented stage, the fields will remain blank.)
Fields included
Idea Id |
Primary Impact (Time savings, Cost savings, or Revenue generating) |
Idea Steward |
Title |
Estimated Value Range of Impact (i.e. $100,000- $200,000) |
Next Steps |
Idea URL |
Secondary Impact (Time savings, Cost savings, Revenue generating, Customer Experience, Employee Experience, NPS) |
|
Selected for Next Actions (yes/no) |
Estimated Value Range of Secondary Impact (i.e. $100,000- $200,000) |
|
Example Report
Idea Tracking Report
This report shows all ideas closed successfully and records up to 14 closed data fields. Use this report to track idea details that have been selected for implementation. See more information on the Idea Closure form here.
Fields included
Idea ID |
URL |
Date Closed |
Title |
Idea Author |
Idea Closure Fields (up to 14 fields) |
Category |
Challenge Title |
|
You may want to replace the Field1, Field2 column headings with the actual idea closure fields and remove any empty columns.
Example Report
Ideas Activity Report
This report shows all ideas’ graduation criteria fields and how close they are to reaching the threshold set for graduation to the next stage. Use this report towards the end of a phase to see if any ideas should be manually moved to the next stage. This in-depth view of idea activity and engagement includes the source of where the idea was submitted, either by Desktop or Mobile. It also includes closed ideas.
Fields included
ID |
|
Age (in days) [value/threshold] |
Category |
Full Name |
Total Votes (value/threshold) |
Title |
Stage |
Number Posts (value/threshold) |
Description |
Likes |
Review Count (value/threshold |
URL |
Star Votes |
Review Rating (value/threshold) |
Tags |
Star Rating |
Team Size (value threshold) |
Post Date |
Comments (Number) |
Role Approval Needed for Graduation |
Modified On |
Conversational Level (value/threshold) |
Moderator |
Username |
Views (value/threshold) |
Expert |
You may want to remove any columns that were not used as graduation criteria.
Example Report
Private Comments Report
This report lists any ideas that have had Private Comments posted by either an Administrator or Moderator. The first row is the idea information and the second row is the private comment, along with the information about the poster. Use this report to review ideas that have had private comments posted and may need special attention.
Fields included
Idea ID |
Email Address (of poser) |
Number of Comments |
Title |
Date Created |
Number of Replies |
Category |
Edit Date |
Number of Reviews |
URL |
Innovation Area (challenge) |
Overall Review Score |
Type |
Stage |
Number of Up Votes |
Thread (Comment or Reply text) |
Idea Fields |
Number of Star Votes |
Name (of poster) |
Team Members |
Star Rating |
Username (of poster) |
Tags |
|
You may want to replace the Field1, Field2 column headings with the actual idea template fields and remove any empty columns.
Example Report
Rapid Report
This report gives you the Pairwise ranking, the idea stats, and the review scores. It is used to compare the ideas and where they were ranked by the crowd and your review team. It can be run at any time, but it is recommended to wait until the Pairwise phase has ended. By using all three of these worksheets, you’ll get a holistic picture of the activity around your top ideas.
Pairwise Idea Activity worksheet
This gives the Pairwise ranking and statistics for ideas.
Fields included
Idea ID |
Times Not Selected |
Full Name |
Category |
Times Skipped |
Comments |
Title |
Total Times Offered |
Views |
Pairwise Ranking |
Username |
|
Times Selected |
|
|
Example Report
Rapid Short List worksheet
This lists the ideas and how many star votes the ideas received, along with the number of comments and replies. Use this to see the ideas’ voting breakdown if you used star voting.
Fields included
Category |
1 Star Votes |
5 Star Votes |
Title |
2 Star Votes |
Comments |
Star Rating |
3 Star Votes |
Replies |
Submitted By |
4 Star Votes |
|
Example Report
Rapid Winners worksheet
This lists the review score of each idea, sorted in score order.
Fields included
Category |
Full Name |
|
Title |
General Review Score |
|
Example Report
User Tasks Report
Use this report during your Expert Review phase of the challenge to track who has been assigned tasks, which are outstanding and which have been completed. This can be run at any time. There are four worksheets included.
Summary worksheet
This gives the overview of tasks by person.
Fields included
Category |
Last Name |
Open Task Count |
First Name |
Task Type |
Completed Task Count |
Example Report
Summary by Person worksheet
This report lists, by person, the number of tasks that are open and closed.
Fields included
Category |
Last Name |
Open Task Count |
First Name |
Task Type |
Completed Task Count |
Example Report
Open Task Detail worksheet
This lists tasks that have been assigned but not completed.
Fields included
Category |
Title |
Date Created |
First Name |
Idea URL |
Due Date |
Last Name |
Idea Stage |
Description |
Idea ID |
Open Task Type |
|
Example Report
Completed Task Detail worksheet
This lists the completed review, by individual score, for all ideas.
Fields included
Category |
Title |
Individual Review Rating |
First Name |
Idea URL |
Overall Review Rating |
Last Name |
Idea Stage |
Completed |
Idea ID |
Completed Task Type |
|
Example Report
Users with No Activity Report (Report for Enabled users with no activity since a given date)
This report lists users who have not taken any action since the given date. The input parameter is date/year and hour/minute time frame. Mm/dd/yyyy hh:mm AM EST is the format. The lockuser field can be used to disable users in bulk. Please see this article.
Fields included
firstName |
primaryEmail |
lockuser |
lastName |
userName |
|
Example Report
Moderator and Expert Activity Detail Report
This report lists the activity of all moderators and experts within a given date range. The input parameter format is MM/dd/yyyy.
Fields included
First Name |
Role |
Date of Action |
Last Name |
Action |
URL |
|
Idea Title |
|
Example Report
These Excel reports supplement what is already available through our Insights platform.