Checklist Reports

Overview of Checklist Reports

Checklist Reports serve as a vital tool for tracking tasks, ensuring accountability, and monitoring performance across various operational areas. Their purpose is to help users assess checklist completion rates, identify trends, and facilitate both real-time and historical data analysis. The benefits include enhanced workflow efficiency, improved task management, and insightful performance reporting, making it easier to identify gaps and areas for improvement.

Recent Updates:

• New graphing functionalities such as bar and pie charts provide visual insights into checklist performance.
• Real-time updates and refresh capabilities have been added for instant data access.
• Enhanced filtering options allow for more targeted reports, including filters based on operational areas (Front of House, Back of House), date ranges, and daily report segmentation (e.g., Today, Last 7 Days).

Checklist Components:

Completed Checklist Star Level:

A card that shows completion rates via star ratings (0 to 5 stars) for each user.

Incomplete Checklist:

Displays users and their incomplete tasks, allowing for real-time status updates from the UI.

Enhanced Filtering:

Filters based on date range, day dropdown, and operation area (Front of House/Back of House) to narrow down reports.

• Date Range and Day Filters: Filter reports based on specific time frames or select pre-configured options such as "Today" or "Last 7 Days."
• Front of House / Back of House Dropdown: Tailor reports based on operational areas for focused analysis.

Report Generation:

Steps to Generate a Checklist Report:

1. Navigate to "Reports" then "Checklist" section from the top navigation.
2. Use the Date Range Filter or the Day Dropdown Filter to specify the period for which the report is needed.
3. Select Apply to view filtered results.
4. Interact with the bar graph to view checklist item counts, or use the pie chart to analyze completion percentages.

Recent Enhancements:

• Checklist Trends Column Chart: Displays checklist completion trends over time, allowing users to filter data by checklist type.

FAQs:

• Use the Date Range Filter or the Day Dropdown Filter in the checklist section to narrow down reports based on a custom date range or pre-configured periods like "Today" or "Last 7 Days."

• Yes, individual users’ checklist completion is displayed through the Completed Star Level component, where completion rates are visually represented using star ratings.

• Incomplete tasks are displayed on the Incomplete checklist card.

• Yes, use the Report Trends Column Chart to view checklist completion patterns over specific periods. You can adjust the time granularity for a more detailed or aggregated view.