Key Performance Indicators (KPIs) are the critical (key) indicators of progress toward an intended result. KPIs provide a focus for strategic and operational improvement, create an analytical basis for decision making and help focus attention on what matters most
Managing with the use of KPIs includes setting targets (the desired level of performance) and tracking progress against those targets.
Centrik provides a platform within the Safety and Compliance modules to pull in data via the company defined categories and create analytical reports to assist both Safety and Compliance Managers in identifying company trends.
Clicking on the KPI button directs you to the KPI landing page.
Within this page you can create a template, a collection of reports grouped together that can be generated at the click of a button or a One-off report.
Creating a Template
1. Click on the ‘+ New Template’ button.
2. Put a number indicator in the Number box (this can be alpha numerical, numerical, or alphabetic and will determine where it sits in the KPI landing page) and a Name of your template in the Name box, the description box is optional
3. When completed, click on the ‘Save’ button
Once this is done you are able to select two different types of reports.
KPI Classic Report
- ‘+ Add New Classic Item’ – This allows you to add in a report that contains predefined values within it, these are fixed lists within the classic style.
1. Select the KPI from the dropdown list available.
2. Select the granularity.
3. Select the time period.
4. Select the number (#) of Months to display
5. Select any output options
Chart Set-Up – The type of chart that you wish to display
Filter – Filtering options, filter by Report Type or created Categories
Breakdown – Choose from several options including Organisation, Mandatory Level and Occurrence class
Trend-and Reference Lines – Display an average or use Reference details
Items to Show – Filter your most recent reports and to include details of the report (The title and a highlight of the description)
6. You can give your reporting output a title if required
7. Click on the ‘Save’ button.
Once you have selected the required KPI from the list clicking on the ‘Save’ button will save this report to your template.
Flex report
‘+ Add New Flex Item’ – This option allows you to select your own style of report outside of the fixed reports that a classic style offers.
Unlike the classic report the flex report contains no predefined reports, it is therefore possible to create your own report depending on how you configure it.
Report on – SMS Case, SMS Reports, Actions, References (Choose what you are reporting on)
With – Selectable options that change depending on the selection made in the Report On box
a ‘Report on’ value will enable the ‘with’ box, this will display the useable selections available in the dropdown box
Time Period - Allows you to select a time value, within the previous.
# of Months – Allows you choose how many months to spread your report across
Bar chart - The type of chart you wish to create
Split or Comp. – Split, If the bar chart is split to show two totals, Comp, If the bar chart is side by side as a comparison
Value – Count, the number & Score, the score
Show Totals – Show a number value above each area
Axis - What value to select on the Axis line
Show - What value you want displayed plus a check box to ‘Show All’
With - The ability for multiple categories to be split equally or count as double
Filter
Filter by - Filter through various options including category items, …and
Refine your search by adding in additional filters.
Once all areas have been completed (or a selection of areas) the ‘Update Chart’ button is used to generate the chart.
Clicking on the ‘Save’ button will save this report to your template.
Once a template has been created you can choose from two options.
Details (look at that the specific KPIs that have been added to this template)
Alternatively, you can click on the Use button, this will provide the option of inputting a Reference Date (the date you want these reports pulled up to).
Each report will be displayed under each KPI heading, including any filter options.
You don’t need to create a template to view KPIs, you can use the ‘One-Off report’ button from the KPI section and select the KPI required.