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.
Report Value
Save time when spotting trends in task completion.
Provides visibility into trends that are affecting operations.
Fastest way to find out what happened on a specific day.
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.