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Version 2.2.5-394 Released June 9, 2021

Reporting Upgrades

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Written by Support Manager
Updated over 3 years ago

New Features:

Report Upgrades:

Reports

Changes

Dashboards

  • Made Data Grids Downloadable.

  • Made the Checklist list at bottom of Checklists Dashboard into a Data Grid.

  • Added Descending and Ascending Sort functions to all data grids.

Completed

  • Added the Scheduled Status to each checklist.

  • This will help you quickly determine if a checklist was submitted Adhoc or off of a schedule, it will help you tie Complete % to Submitted stats.

Question Response Report

  • Renamed Question Response

Checklist Count Report

  • Renamed Completed Checklist Count

Critical Violations Report

  • Renamed Critical Violations

Lowest Scoring Checklist Report

  • Removed

  • You can get this data from the Completed report.

Scheduled Checklists Report

  • Renamed Scheduled Checklists

  • Now shows data from Descendant (Sub/Child) orgs

  • Updated Statuses

Scheduled Checklist Count Report

  • Renamed Scheduled Checklist Compliance Count

  • Now shows data from Descendant (Sub/Child) orgs

  • Updated Statuses

Scheduled Checklists by Location

  • Renamed Scheduled Checklist Compliance Percent

  • Now shows data from Descendant (Sub/Child) orgs

  • Updated Statuses

Checklists by Day

  • You are now able to download this report

Checklists by Location

  • You are now able to download this report

Question Response Count Report

Tips on Reports

  • Filter the data as much as you can this will improve report performance.

  • Downloading into Excel or Google Sheets is a great way to manipulate the data and to build graphs.

  • For Multi-Org clients: you can now see data from your descendant (sub/child) orgs in all reports. Filters only work for the current org. EX: That means that if you are in the parent org you cannot filter for a location in a sub org, you can just see their data. We recommend downloading the data into a csv or switching to the child org for additional filtering.

Bug Fixes:

  1. When copying a checklist, you can now delete questions that were created in the copy before you hit save.

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