How do I run an Operating Rhythm Baseline vs Actual Report

This article explains the process for running an Operating Rhythm Baseline vs Actual report.

What is an Operating Rhythm Baseline vs Actual Report?

Operating Rhythm Baseline vs Actual report provides both an 'Average' for how many coaching (and other) sessions were completed and compares them to the 'baseline' for how many sessions were expected. For example if a user is required to complete three coaching sessions, one team meeting and one morning day start per week, their average baseline will read 5 and be compared with how many have actually been completed.

How to run an Operating Rhythm Baseline vs Actual Report

• Click on 'Reports' from the main menu.

• You will be presented with a series of options for reporting.

• Under 'Report Type' select 'Operating Rhythm Baseline vs Actual'
• 'Routine': Select the routines you want to include as part of the Operating Rhythm report
• 'Subjects' is where you select who you would like to run the report for:
  
  • 'Teams' : Report on individual teams that report into you. 
  • 'Teams & Children' : Report on any teams reporting into you and their teams. 
  • 'Team Level' : Report on all leaders reporting into you, not including yourself. (for senior leaders)
  • 'Roles' : Report on all team members of a particular role.
  • 'Individuals' : Report on individuals that report into you.
• Date Range: Select the date range you would like to run the report for. 

• Click on 'Run Now'.

How to interpret the Operating Rhythm Baseline vs Actual Report

• Hover your mouse over the data points for more information.
• The report above provides you the total number of sessions (meetings, coaching sessions etc.) that are required. (The blue line above)
• The report also provides the week by week number of the actual number of sessions completed each week (the turquoise line). 
• The report also provides an average over the selected period (the red line).