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How to Use the Browse Lists Report in the Jolt Web Portal
How to Use the Browse Lists Report in the Jolt Web Portal
Curtis Nash avatar
Written by Curtis Nash
Updated over 3 months ago

How to Use Browse Lists in Jolt

Browse Lists in Jolt allows you to view, edit, export, and report on individual list instances efficiently. This feature is essential for managing and analyzing your lists effectively.

Prerequisites

To access and use the Browse Lists feature, you must have one of the following admin roles:

  • Reports Admin

  • Location Website Admin

  • Content Group Admin

  • Company Admin

Video Walkthrough

For a visual guide, check out our Video Walkthrough.

Instructions

  1. Log In to the Jolt Web Portal

    • Go to Reporting > Browse Lists. Alternatively, you can access Browse Lists by navigating to Lists > Browse Lists or Reports > All Reports, then selecting Browse Lists.

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  2. Select a Date Range

    • Use the Date Filter to choose a specific date or a rolling date range. Click the drop-down to select the range or use the calendar to pick exact dates.

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  3. Filter by Location

    • Use the Location Filter to select which location(s) you want to view lists from.

  4. Filter by List Template

    • Use the Lists Filter to select the specific list template(s) you want to view.

  5. Apply More Advanced Filters

    • List Status Filter: Choose to see active lists, deactivated lists, or all lists. Deactivated lists are either deleted from the app before submission/expiration or deactivated in Browse Lists.

    • Assigned To Filter: View lists assigned to a specific person. For more details, see the articles on Assigning Tasks to Employees and Unique Copy Per Person.

    • References Filter: See lists where a specific person was selected from an Employee Dropdown item type. Refer to the List Item Types article for more details.

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  6. View List Details

    • After applying filters, you can view the Display Time, Due Time, and completion percentage of each list, categorized by On Time, Late, and Incomplete.

  7. Deactivate or Activate Lists

    • To deactivate a list, select the checkbox next to the list(s) you want to deactivate or use the checkbox at the top to select all. To activate a previously deactivated list, use the “MORE FILTERS” button to choose Inactive lists, select the list, and click ACTIVATE.

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  8. Export and Print Lists

    • Use the buttons next to DEACTIVATE to email, download, or print selected lists. The download button will export the list(s) as a .csv file.

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  9. Save Report Settings

    • To save your filter settings for future use, click SAVE AS NEW REPORT. Name your report and click SAVE. This adds the report to the Browse Lists dropdown menu for quick access.

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  10. View Detailed List Information

    • Click on a specific list to open detailed information. You can see who completed items, the time taken, and how many attempts were made.

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  11. Edit Responses

    • To edit responses, click on the item you want to change. A pop-up will show a History and Audit tab. Use the Audit tab to make edits. For more details, refer to the Audit a List article.

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