Building Report Cards

nalbright
nalbright Contributor
in Charting

I am a reporting analyst who currently maintains report cards for various departments in my company.  Among those reports is a report card with half a dozen kpi for agents.  I saw the report card building feature in the data visualization boot camp at domopalooza, but I haven't been able to see that or use that in company's instance. How do I go about building a good report card for my company's departments?

"When I have money, I buy books. When I have no money, I buy food." - Erasmus of Rotterdam

Best Answer

  • anotherdatageek
    anotherdatageek Contributor
    Answer ✓

    I think this would come out really nicely if you built this as a Report Card Dashboard instead of trying to build it into a single card.  i would recommend using the various gauges and dials for the Target versus Actual and Team Rankings. You could then use analyzer to filter the dashboard for specific team members.  

     

    If you must have a spreadsheet look and feel you can use Sumo.

    Please give me a thumbs up or mark as solution if this helped thanks! @anotherdatageek

Answers

  • McSQL
    McSQL Domo Employee

    Can you provide a sample visual of the report that you maintain? (excluding any sensitive information)

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  • nalbright
    nalbright Contributor

    Agent Report Card Sample.JPG

     

    The above is an example of the report card I maintain in excel at present, and there is one for each agent, connected, of course, to data that is also maintained on Domo as well as in giant excel files.

    "When I have money, I buy books. When I have no money, I buy food." - Erasmus of Rotterdam
  • anotherdatageek
    anotherdatageek Contributor
    Answer ✓

    I think this would come out really nicely if you built this as a Report Card Dashboard instead of trying to build it into a single card.  i would recommend using the various gauges and dials for the Target versus Actual and Team Rankings. You could then use analyzer to filter the dashboard for specific team members.  

     

    If you must have a spreadsheet look and feel you can use Sumo.

    Please give me a thumbs up or mark as solution if this helped thanks! @anotherdatageek
  • nalbright
    nalbright Contributor

    I think I had seen a report card dashboard for it in the boot camp towards the end of the class, but it was so quickly done that I didn't see where to locate it so that I could build it the way I saw it.

    "When I have money, I buy books. When I have no money, I buy food." - Erasmus of Rotterdam
  • gward
    gward Member

    HI! 

     

    Was wondering where do i find report cards in DOMO? I am new user and cant seem to locate?

     

    Thanks,

     

    GW

  • kshah008
    kshah008 Contributor

    Hi @gward,


    Please feel free to open up a new thread for better exposure to your question!

This discussion has been closed.

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