In this guide, we'll walk you through the process of compiling and customizing a report that integrates various data sources and visualizations. By the end of this tutorial, you'll know how to create a visual dashboard and detailed report that effectively showcases the progression, outcomes and social impact of your social intervention.
Step-by-Step Guide
Starting the Report
To begin, let's compile a comprehensive report for our entire social intervention.
Viewing Individual Progress
You can view individual progress here. For example, responses were received on 20/1 and 20/3 for the WHO-5 questionnaire.
Similarly, there's data for the UCLA-3 questionnaire and other measures like perception of efforts and job and education readiness.
Accessing the Reporting Feature
Click on "Reporting" in the top-left corner.
Select "Create Report."
Adding Modules to Your Report
Click "Add" in the upper-right corner to choose a module for your report.
Selecting a Questionnaire
We want to display a validated questionnaire.
Choose whether to use a bar chart or a line chart. For this example, select a bar chart.
Choose the strategy ( in our video we choose Demo) and the questionnaire (WHO-5).
Choosing a Time Series
Select the time series for the data you want to display. Start with 20/1.
Add this time series by clicking the plus sign next to the time series.
Adding Multiple Time Series
Select the second time series (20/3) from the calendar.
This will add a new bar to your chart.
Name the chart "WHO-5 (well-being)."
Customizing Your Chart
You can choose to display labels on the x-axis and show values inside the bars.
Finalizing the Module
Click "Add to Report" to include this chart in your report.
Duplicating and Editing Modules
If you want to include another validated questionnaire with the same time series, duplicate the current chart.
Edit the duplicated chart to select a different questionnaire, such as UCLA-3.
Rename it "UCLA-3 (loneliness)" and update the chart.
Including Custom Questionnaires
Repeat the process for custom questionnaires. Select the chart type, strategy, and questionnaire (e.g., "Job and Education Readiness").
Choose to display data as percentages or raw numbers.
Add multiple time series as needed.
Viewing and Adding Percentage Distributions
To view percentage distributions, duplicate the chart and edit it to show percentages.
This allows you to see the distribution, such as 66.67% low, 16.7% very low, and some in between.
Adding and Arranging Text Modules
Add text modules for qualitative data, like participant statements ("My well-being has improved significantly").
Place these text modules wherever they fit best in your report.
Organizing Your Report
Arrange your modules as desired. You can add status registrations, numerical registrations, or event registrations to provide a comprehensive overview.
Finalizing Your Report
Ensure all necessary data and visualizations are included.
Customize the layout to best present the results and social impact of your intervention.
Conclusion
Creating a comprehensive report in Impactly allows you to visualize and analyze the progress of your initiatives in a structured manner. This guide has provided a step-by-step walkthrough of the process, from adding modules to customizing charts and including qualitative data. Implement these steps to generate reports that clearly communicate your project's outcomes.