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

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:

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.