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
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.
Closed Lists
Closed Lists
Report Purpose
The Lists Completion Report is a core report for understanding team accountability in Jolt.
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.
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
Go to Reporting > List Completion Report or Item Completion Report on the Jolt.com web portal.
By default, the report shows closed lists. Click the Open Lists button to switch to viewing open lists.