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.
Prerequisites
To access the Completion Report, a user must have one of the following admin settings: Reports Admin, Location Website Admin, Content Group Admin, or Company Admin.
Open Items
Open Items
Report Purpose
The Open Items view filters out items on lists that have expired — a view of work in progress.
Group by location and sort on Incomplete (%) to see underperforming locations at the top.
Closed Items
Closed Items
Report Purpose
The Closed Items view filters out items on lists that haven't expired because there is more time to complete them.
Group by location and sort on Incomplete (%) to see underperforming locations at the top.
Accessing the Completion Report
Via Lists → Completion
Via Reporting → Completion Report
Via Reporting → All Reports → 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.
Viewing the Report
Dark Blue: Tasks completed on time.
Light Blue: Tasks completed late.
Red: Tasks not completed.
Grouping Data
Group data by Location, List, or Organization for detailed drill-down analysis.
Scheduled Email Reports
Click the three dots in the top right corner, select Settings, turn on Scheduled Email, set the time/cadence/recipients, and click Save.