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.
The ‘One-off Report’ button allows you to create a report within Centrik that is not attached to a template, it’s simply a one-off.
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 can select two different types of reports.
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 From Date and select the To Date
4. You can give your reporting output a title if required
5. Click on the ‘Save’ button.
Once a KPI is selected alongside the granularity you are provided with further options.
Chart Set-Up
Show As - How you want your data presented, a bar chart or a line chart
Show Totals – Clicking this box will allow the chart to display a total per column depending on the selection made
Filter - This area allows you to filter your results by adding in specific filters.
Breakdown - The ability to select from a dropdown list to further interrogate the data
Flex Report
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 – Finding, Audit, 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
From Date – To Date - Allows you to select a time value, within the previous.
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
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.