Tips for Kaizen Saved Reports

Tips for Kaizen Saved Reports

Use the Find Kaizen Page to create saved reports that can be used on other screens.   Some tips for common reports you might need...

   

All Kaizen Events

 

  1. Click Clear Filters to make sure there are none in place....

  2. Click Run Report

  3. Use the Name/Save function

 

 

 

Specific Year or Location

  1. Click clear filters to start fresh

  2. Limit to one or more locations

  3. Enter start and end date... for example:  1/1/16 - 12/31/16 for all 2016 events

 

 

All Planned Events for the Year

  1. Click clear filters to start fresh

  2. Limit to the appropriate status

  3. Enter start and end date

 

 

 

More:

About Setting Up Emails for your Saved Reports

About Copying a Saved Report to Another User

 

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Note: Each Optimizer customer may have slightly different labeling.  Please contact support@kaizenoptimizer.com with any questions.