How to Use the Task Completion Report
The Task Completion Report allows you to view scheduled task completion over time for locations, departments, and groups.
- To access the Task Completion Report, select the REPORTS tab then click on TASK COMPLETION REPORT. This will open a new page on your screen.
- In the upper left corner, you can filter by hierarchy by selecting or searching for a specific site or location.
- Click on the FILTERS icon to display filters such as DAY OF WEEK, CHECKLIST NAME, CHECKLIST CATEGORY, and TASK TYPE.
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Within each filter, you can refine your search by selecting an individual option or choosing the ALL or NONE selections in the filters to select all items available or deselect all items. Select APPLY to implement the change.
- 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.
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Underneath the filters, you will find the TOTAL TASKS card which shows the number of tasks in the selected location based on how you choose to filter the report. The COMPLETION % card shows... The CORRECTIVE ACTIONS card shows...
- An example of the Completion Percentage Heatmap is displayed below.
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The next table, by default, shows the TIMELINE based on the dates selected. You can toggle between the Timeline and the other buttons which include LOCATIONS, DEPARTMENTS, CHECKLIST DETAILS, and TASK DETAILS.
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Organization Level Chart shows a table based on the selected ORGANIZATION LEVEL.
- To download the Task Completion Report, click on the EXPORT BUTTON in the upper right corner of the screen then choose the FORMAT for the report.
- The report should download within a few seconds and will save to your DOWNLOADS FOLDER on your device.