Skip to main content
All CollectionsListsReporting
Understanding Open/Closed Items on Completion Reports
Understanding Open/Closed Items on Completion Reports
Curtis Nash avatar
Written by Curtis Nash
Updated over a month ago

Understanding Open/Closed Items on Completion Reports

Overview The Open/Closed toggle on the Completion Report helps you filter and view lists based on their status. Jolt categorizes lists into two types:

Open Lists

Report Purpose

  • The Lists 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 lists completed.

  • The Open Lists view filters out lists that have expired so you can get a look at your 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 Lists

Report Purpose

  • The Lists 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 lists completed.

  • The Closed Lists view filters out lists that haven’t expired because there is more time to complete them.

  • 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.

Why Use the Open/Closed Toggle?

  • Open Lists: Use this view to monitor the progress of lists that are still in progress.

  • Closed Lists: Use this view to see the final completion percentage of lists after their deadline has passed.

Instructions

  1. Go to Reporting > List Completion Report or Item Completion Report on the Jolt.com web portal.

  2. By default, the report shows closed lists. Click the Open Lists button to switch to viewing open lists.

    Screen Shot 2023-11-09 at 2.44.48 PM.png

FAQ

Q: How do I switch between open and closed lists? A: Click on the Open Lists button in the report to toggle between viewing open and closed lists.

Q: What is the difference between open and closed lists? A: Open lists are still active and can be updated, while closed lists are expired and cannot be modified.

Q: Why would I want to view closed lists? A: Viewing closed lists allows you to see the final completion status after the deadline has passed.

Q: Can I modify lists that are marked as closed? A: No, closed lists are no longer editable as they have expired.

Did this answer your question?