Note: If you can't see the checklist reports, this means that you don't have permission to access the report and you need to reach out to your Head Office.
Access checklist report
To access your checklist report follow the steps below:
Login to Insights.
Alternatively, click Reports on your console.
From the dashboard, select your checklist or authorisation report.
Create a checklist reporting column
⚠️ Important: After creating a report, allow four hours for data to update.
To create a checklist report column follow the steps below:
Login to Admin tool.
Click Config, then click Reporting Columns.
Click Create and name the column, then click Save.
In the Include area, click the Plus + icon.
Select Checklist folder, then click Add.
To include the entire folder checklist.
Select the checklist items.
To view each individual item from your checklist folder, create a new reporting column for each item.
Select your result type:
Complete date: Shows when a user has completed the product. Shows the end date of a product, for example, the complete date of a checklist.
Current Status: Shows the checklist status; Complete, Part complete, Not started.
Select the rule type:
Allocated: It was assigned to the user.
Mandatory: Mandatory to complete.
Optional.
Set a completion period.
A period of time the user has to complete the checklist.
In the user groups area, click the plus + icon and select your user group.
This is who you wish to report on. This needs to be the same user group as what's in your report.
Click Save.
🤓 Tip: You can use this checklist report column and add it into an existing report or in a new report.