The Checklist Report is a useful analytical tool that the HR team will find useful for keeping track of all outstanding checklists and tasks that have been issued within the software.
To view checklist progress, select Reports > Checklist. You'll then be presented with the following screen:
As a default, the available columns that are displayed initially are as follows:
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Employee Name
- Who the checklist is assigned to.
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Department
- Which department the employee belongs to.
-
Checklist Name
- Name of the checklist.
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Checklist Status
- In progress, complete, withdrawn.
-
Task Name
- Name of the task.
-
Task Status
- In progress, complete, withdrawn.
Report Options
If you would like to tailor the results of the Checklist report, select the Report Options button in the top left of the report screen:
You will then see the following available options:
Employee Options:
-
Departments
- Define which departments the report will cover.
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Teams
- Filter to a specific team or teams.
-
Job Roles
- Filter to a specific job role type.
Checklist Options:
-
Show Withdrawn Checklists
- Include or exclude checklists which have been withdrawn from the employee.
-
Show Withdrawn Tasks
- Include or exclude tasks that have been withdrawn from the employees checklist.
-
Show All Employees
- Include or exclude archived employees.
To apply your filters, select the 'Apply Filter' button at the bottom of the dialog:
The results will then update and is ready for saved, downloaded or set as a scheduled report.
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