Lists Item Completion Report

Overview

The Item Completion Report in the Jolt Web Portal offers a comprehensive view of your organization’s list completion performance. This report allows you to see which locations are finishing lists on time and which may require additional support. You can customize the view using various filters and save these configurations for easy future access.

Prerequisites

To access the Completion Report, a user must have one of the following admin settings:

Reports Admin
Location Website Admin
Content Group Admin
Company Admin

Open Items

Report Purpose

The Item Completion Report is a core report for understanding team accountability in Jolt.
It's easy to see how all locations are performing on list completion.
The percentage is based on the number of items completed on a list.
The Open Items view filters out items on lists that have expired. So it’s a view of the work in progress.
Group by location and sorting on Incomplete (%) puts your underperforming locations at the top.
Group by List helps you verify which lists are getting missed most often.
Group by Organization lets you easily compare the performance between regions, districts, or patches and conforms to the hierarchy you define for your organization.

Report Value

Compare all locations at the same time; especially during onboarding and training.
Easily compare locations or a list.
Allows drill down from 5000 ft overview.
Let's a DO or Supervisor answer the question: I want to see how well my stores are doing.
Saves travel time and discovery time.
Before Jolt they won’t even get to it all because the time was too great to get through every store’s operations. With Jolt, managers can understand issues before arriving at the store, accelerating the improvement rate.

Customer Story

The manager of Pizza Place reports that having the Completion Report saved him travel time so he could be in two places at once.
He said he doesn’t have to go into a store and do discovery work, because he can do his discovery online before arriving at the store.
He was afraid Jolt would be an iPad on the wall that doesn’t get done, but with the Completion Report, he can actually hold team members accountable for getting the work done.

Closed Items

Report Purpose

The Item Completion Report is a core report for understanding team accountability in Jolt.
It's easy to see how all locations are performing on list completion.
The percentage is based on the number of items completed on a list.
The Closed Items view filters out items on lists that haven’t expired because there is more time to complete items.
Group by location and sorting on Incomplete (%) puts your underperforming locations at the top.
Group by List helps you verify which lists are getting missed most often.
Group by Organization lets you easily compare the performance between regions, districts, or patches and conforms to the hierarchy you define for your organization.

Report Value

Compare all locations at the same time; especially during onboarding and training.
Easily compare locations or a list.
Allows drill down from 5000 ft overview.
Let's a DO or Supervisor answer the question: I want to see how well my stores are doing.
Saves travel time and discovery time.
Before Jolt they won’t even get to it all because the time was too great to get through every store’s operations. With Jolt, managers can understand issues before arriving at the store, accelerating the improvement rate.

Customer Story

The manager of Pizza Place reports that having the Completion Report saved him travel time so he could be in two places at once.
He said he doesn’t have to go into a store and do discovery work, because he can do his discovery online before arriving at the store.
He was afraid Jolt would be an iPad on the wall that doesn’t get done, but with the Completion Report, he can actually hold team members accountable for getting the work done.

Accessing the Completion Report

Login to the Jolt Web Portal. You have three ways to navigate to the Completion Report:

Via Lists:
- Navigate to Lists then Completion.
Via Reporting:
- Navigate to Reporting then Completion Report.
Via All Reports:
- Navigate to Reporting, select All Reports, then select Item Completion.

Using Filters

Filters allow you to customize the data view based on Date Range, Locations, and Lists. Filters can be saved and accessed in the Jolt App. Refer to the article List Reports | Jolt App for more information.

Date Range:

Choose a custom date range.
Default is “This Month”.
Additional ranges are available in the drop-down menu.

Locations:

Default view is all locations.
Filter by specific location(s) or your organization.
Refer to the article Location Grouping for more details.

Lists:

Default includes all lists.
Filter to view specific list(s).

Saving Filters:

Set filters and save them for future use.
Name the report and choose the option to display it on the mobile app.

Viewing the Report

Once filters are set, the data will display:

Dark Blue: Percentage and total number of tasks completed on time.
Light Blue: Percentage and total number of tasks completed late.
Red: Percentage and total number of tasks not completed.
Tasks still active and not yet due are excluded from the report.

Daily Trends:

Represented in a dynamic graph on the right. Large changes may appear less drastic.

Grouping Data

You can group the data by Location, List, or Organization. Refer to the article Location Grouping for more information.

Group by Location: View overall completion percentage for each location.
Group by List: View overall completion percentage for each list.
Group by Organization: View overall completion percentage for each organization.

Detailed Views

Selecting a list or location allows you to explore deeper into the reports with three view options: Browse List View, List Details View, and Grid View.

Browse List View:

Click on each individual list to see the results.
Activate, deactivate, email, or download entries by selecting the list and choosing the appropriate option.

List Details View:
Report Purpose

Determine which lists are being skipped, completed, or finished late. In the example above, it's easy to see this location skipped the Crispy Chicken Follow Up checklist.
Red shows incomplete lists, light blue shows percentage of items that were completed late.
Discover which items are triggering corrective actions or flags.
List Details is one of the three views of the Browse Lists Report detail and can be viewed by clicking the center icon in the top right of the image above.

Select a list to view detailed information on the right.

Grid View:

Shows all lists that meet the criteria in the first column.
Lists are sorted by Location, Date, and Time.
Clicking a list displays items and instances in subsequent columns.

All three views allow downloading lists to a .csv file.

Scheduled Email Reports

You can schedule regular email reports:

Click the three dots on the top right corner.
Select Settings.
Turn on the Scheduled Email option.
Set the time, cadence, and recipient(s).
Select Save.

List Reports | Jolt App
Location Grouping

Keywords: Item Completion Report, List Completion, Jolt Web Portal, Filters, Date Range, Locations, Lists, Group by Location, Group by List, Group by Organization, Scheduled Email Reports, Jolt App, CSV Download, Reporting, Admin Settings.