How to Use the Checklist Completion Report

The Checklist Completion Report allows you to view scheduled checklist completion over time for locations, departments, and groups.

1. To access the Checklist Completion Report, select the REPORTS tab then click on CHECKLIST COMPLETION REPORT. This will open a new page on your screen.
   
   
   
   
2. In the upper left corner, you can filter by hierarchy by selecting or searching for a specific site or location.
   
   
   
   
3. Click on the FILTERS icon to display filters such as CHECKLIST NAME, CHECKLIST CATEGORY, and DATE.
   
   
   
   
4. Within each filter, you can refine your search by selecting an individual or by choosing the ALL or NONE selections in the filters by selecting all items available or deselecting all items. Select APPLY to implement the change.
   
   
   
   
5. To revert the filters to the default view, select the grey FILTERS button in the upper left corner then select FILTERS (DEFAULT). A modal window will appear to confirm you wish to continue with the change.
   
   
6. The Checklist Completion Percentage table is a pivot table that only shows part of the available data, which means that the visible rows/columns are incomplete. Missing totals are indicated by red # # #.
   
   
   
   
7. To download the Checklist Completion Report, click on the EXPORT BUTTON in the upper right corner of the screen then choose the FORMAT for the report.
   
   
   
   
8. The report should download within a few seconds and will save to your DOWNLOADS FOLDER on your device.