The Executive Dashboard highlights the overall impact of all programs in an instance while also housing a collection of customizable reports regarding diversity, retention, and business impact metrics.

The reports in this dashboard are most beneficial when all members of your organization are being imported via SFTP, allowing you to easily compare data of those that participate in a program through Chronus against those that are not participating in a program.

Aside from showing high-level performance data for programs across your instance, the Executive Dashboard can also house reports that indicate comparison and diversity metrics. Common examples include gender diversity, change in job position, and more.

Users Participated - Total number of users whose profiles were published and ready to match during the time frame specified across all program tracks.

Matches Created - Total number of connections that were active during the time frame specified across all program tracks.

Engagement Stats - Total number of messages, community posts, and meetings that were recorded during the time frame specified across all program tracks.

Satisfied Users - Total number of users who indicated positive outcomes through survey responses during the specified time frame across all program tracks.

The surveys referenced for positive responses can be designated for each program track by clicking the gear icon in the upper right corner of the box; clicking the gear icon opens the Survey Satisfaction Configuration panel, shown below:

The left column in the Survey Satisfaction Configuration tool lists each program track in your instance. To the immediate right of each program track's name is the list of surveys (if any are configured) that the tool will utilize to calculate this metric.

Click Configure to add, edit, or remove survey questions from this list.

Survey questions are categorized under their corresponding survey, as shown in the image above. Select a question, then click the text box to the immediate right of the question to choose which responses will be considered positive for that question. You can use the "+" button to add as many questions as you would like.

Once configuration is finished, click Save in the bottom right corner of the tool to commit your changes.

To create a new report, click the + New Report button in the bottom right corner of the Executive Dashboard. Doing so will bring up the dialog box shown above, where you can create one of three new report types: a Retention Report, a Business Impact Report, or a Diversity Report.

Each report has its own requirements needed to display the data you wish to review. At a minimum, you will need to have a Member View configured that will specify the criteria of the users that should be included in the report.

Keep in mind that a Member View is different from a User View, and must be configured using the Member Views tool, which is found under the Program Configuration card at the global Manage page for multi-track programs.

Retention Reports will compare the total number of users in certain groups against each other by utilizing specific criteria. Although it's more limited in functionality compared to the other types in the executive dashboard, this reporting metric can be vital to highlighting the importance and impact that investing in one's constituency can have on an organization.

To configure a retention report, select the User Segment (or Member View) you wish to report on. This will be All Members by default.

For this report type, the only Reporting Dimension available will be Retention—you can skip this component of the report.

Comparison Criteria has three options to select from: Participants and Non-Participants, Connected and Unconnected Members, and Connected Members and Non-Participants.

Participants and Non-Participants will compare users who did or are participating in a program against those that did or are not. For the purposes of this report, non-participants includes dormant users and users who did not or are not currently in a connection or circle, or did not participate in a one-time (Flash) meeting.

Connected and Unconnected Members will compare users who are in the system and are/were connected against users who are or were active in the software at some point, but never got connected. Never connected here means that the user was never in a connection or circle, nor did they ever participate in a one-time (Flash) meeting.

Connected Members and Non-Participants will compare users who are in the system and are/were connected against anyone that did not participate in a program. For the purposes of this report, non-participants includes dormant users and users who did not or are not currently in a connection or circle, or did not participate in a one-time (Flash) meeting.

If you do not have SFTP configured for your program and you have the data readily available, you may wish to manually enter the data variables for non-participants manually. Clicking the Yes button will bring up two additional text boxes for you to enter data: Non Participants retained and Total non participants.

Non Participants retained refers to the number of individuals in your organization not taking part in a program within Chronus that did not leave your organization.

Total non participants refers to the total number of individuals in your organization who are not part of a program in Chronus. This includes Deactivated Users, Unpublished Users and Admins.

The users who were suspended prior to the "Start Time" are not taken into the account of non-participated list because they don't contribute to the retention concept and thus retention report varies from other reports.

Lastly, type out a name for the report, then click Generate Report to complete the action. A graph will generate showing you the returned values:

Business Impact Reports showcase changes in a particular data point across members of your organization. This report type is especially useful when determining whether or not those who participate in one of your programs is making a change of some sort, such as a higher job level or a change in departments, and so on.

To configure a retention report, select the User Segment (or Member View) you wish to report on. This will be All Members by default.

Next, select a Reporting Dimension (or profile field) to examine. If the profile question is Admin editable and visible only for admins, then it will not be available as a Reporting Dimension. The report will appear in the program dashboard only when the profile field is visible to users.

Additionally, only profile fields with the "Pick one answer" field type can be used to create a Business Impact report.

Comparison Criteria has three options to select from: Participants and Non-Participants, Connected and Unconnected Members, and Connected Members and Non-Participants.

Participants and Non-Participants will compare users who did or are participating in a program against those that did or are not. For the purposes of this report, non-participants includes dormant users and users who did not or are not currently in a connection or circle, or did not participate in a one-time (Flash) meeting.

If you do not have SFTP configured for your instance and you have the data readily available, you may wish to manually enter the data variables for non-participants manually. Clicking the Yes button will bring up two additional text boxes for you to enter data: Non Participants with change and Total non participants.

Non Participants with change refers to the number of individuals in your organization not taking part in a program within Chronus whose value for the selected variable has changed. Using the example above, this would be the number of individuals whose job levels have changed that did not participate in a mentoring program.

Total non participants refers to the total number of individuals in your organization who are not part of a program in Chronus.

Once your report is configured, type out a name for the report, then click Generate Report to complete the action. A graph will generate showing you the returned values:

Diversity Reports are primarily used to showcase the diverse make-up of your organization's constituency in one way or another, typically as it pertains to participation in one of your programs. Gender diversity and ethnic diversity are two of the most common examples clients use for Diversity, Equity and Inclusion (DEI) programs, but department and location are also common for standard mentoring programs.

To configure a diversity report, select the User Segment (or Member View) you wish to report on. This will be All Members by default.

Next, select a Reporting Dimension (or profile field) to examine.

Only multiple choice profile field types will work with Diversity reports.

Comparison Criteria has two options to select from: Participants and Non-Participants, and Selected time period and Previous time period.

Participants and Non-Participants will compare data of users who did or are participating in a program against those that did or are not. For the purposes of this report, non-participants includes dormant users and users who did not or are not currently in a connection or circle, or did not participate in a one-time (Flash) meeting. Also, we will be able to choose the reporting dimension - Profile questions (screenshot attached).
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Selected time period and Previous time period will compare data of users who were in the system during the time period selected against those that were in the system prior to the selected time period. Note that in order for this component to work properly, you will need to select a reporting time period by clicking on the date range at the bottom of the box containing the report, then specifying a new date range—the default value of "Program start to date" will not provide you with valuable insight.

Lastly, type out a name for the report, then click Generate Report to complete the action. A graph will generate showing you the returned values: