Skip to main content
Planview Customer Success Center

Excel Reporting

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 Spigit. These reports will help your team track idea progress and activity when running shorter events. For additional Spigit reporting methodologies, see the article Spigit Insights.

           

NOTE

No new Excel reports will be created as we transition to Power BI.

           

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.

ExcelReports.jpg

Fig 1 - Reports Page and its URL

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

DynamicIdeaReport.png

Fig 2 - Dynamic Idea 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

DynamicReviewReport.png

Fig 3 - Dynamic Review 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

IdeaSelectionReport_IdeaDescriptionWorksheet.png

Fig 4 - Idea Selection Report - Idea Description worksheet/tab 

 

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

IdeaSelectionReport_IdeaStatsworksheet.png

Fig 5 - Idea Selection Report - Idea Stats worksheet/tab 

 

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

IdeaSelectionReport_ReviewScores.png

Fig 6 - Idea Selection Report - Review Scores worksheet/tab

 

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

SelectionWorksheetUSE.png

Fig 7 - Idea Selection Report - Selection Worksheet

 

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

IdeaTrackingReport.png

Fig 8 - Idea Tracking 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

Email

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

IdeasActivityReport.png

Fig 9 - Ideas Activity 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

PrivateCommentsReport.png

Fig 10 - Private Comments 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

Email

 

 

Example Report

RapidReport_Pairwise Idea ActivityWorksheet.png

Fig 11 - Rapid Report - Pairwise Idea Activity worksheet

 

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

RapidShortListWorksheet.png

Fig 12 - Rapid Report - Rapid Short List worksheet

 

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

RapidWinners.png

Fig 13 - Rapid Report - Rapid Winners worksheet

 

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

SummaryTasks.png

Fig 14 - User Tasks - Summary worksheet

 

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

SummaryByPerson.png

Fig 15 - User Tasks - Summary by Person worksheet

 

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

OpenTaskDetailWorksheet.png

Fig 16 - User Tasks - Open Task Detail worksheet

 

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

CompletedTAskDetailWorksheet.png

Fig 17 - User Tasks - Completed Task Detail worksheet

 

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

UsersWithNoActivity.png

Fig 18 - Users With No Activity 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

Email

Idea Title

 

 

Example Report

moderator and expert.png

Fig 19 - Moderator and Expert Activity Detail Report 

 

These Excel reports supplement what is already available through our Insights platform.