How to use the Calendar View in List Reports
Overview: The Calendar View displays the list item completion percentage for each day within a month, helping identify trends from week to week or day to day. Users can drill down into any given day by selecting the day on the calendar.
Prerequisites: A user MUST have at least one of the following admin settings: Reports Admin, Location Website Admin, Content Group Admin, or Company Admin.
Instructions:
Login:
Log on to the Jolt Web Portal.
Navigate to Calendar:
Click on Lists and then on Calendar.
View Calendar:
The Calendar View displays the list item completion percentage for each day within a month.
It can be filtered by month and year.
Understand Colors and Categories:
There are four colors (Green, Orange, Gray, and Red) that separate the percentages on the calendar, grouped into categories: On Time, Late, and Incomplete. Lists with items that are not due yet or do not have a due date are listed under Outstanding.
On Time Lists:
80-100% will display in Green.
60-79% will display in Gray.
0-59% will display in Red.
Late Lists:
20-100% will display in Red.
10-19% will display in Orange.
0-9% will display in Gray.
Incomplete Lists:
20-100% will display in Red.
10-19% will display in Orange.
0-9% will display in Gray.
Outstanding Lists:
This icon displays in the top right corner of the day, indicating the total number of list items that have not yet been completed and are not past due.
Select a Day for Detailed Report:
Select a day on the calendar to get a more detailed report.
Refer to the article Calendar Day View | List Report for more information on viewing reports for Corrective Action and Sub Lists.
Frequently Asked Questions (FAQ):
Q: How do I view the Calendar View on the Jolt Web Portal?
A: Log on to the Jolt Web Portal, click on Lists, and then on Calendar.
Q: What do the different colors on the calendar indicate?
A: The colors (Green, Orange, Gray, and Red) indicate the completion percentages and are grouped into categories: On Time, Late, and Incomplete.
Q: How can I get a more detailed report for a specific day?
A: Select the day on the calendar to view a more detailed report. Refer to the article Calendar Day View | List Report for additional details.
By following these steps, you can effectively use the Calendar View to monitor and analyze list item completion percentages on the Jolt Web Portal.