Who is this article for?

Full Users who want guidance on creating a checklist results report in Assurance.

Full User Type is required.

This article outlines the steps to running a combined checklist results report. This report allows you to compare the results of a checklist over time across multiple persons responsible.

1. How to create a checklist results report?

1. To run this report, select on Reports from the navigation bar.

2. Under the Built In Reports section, filter for Checklists then select Checklist Results Report.

2. How to apply filters to the checklist results report?

1. Filter the report to include only the desired Checklist by selecting on the filter bar.

2. To add additional filter, select Add Another Filter and filter by fields such as Person Responsible, Due Date, Business Unit.

3. How to add charts to the checklist results report?

If charts are available for the checklist, the Checklist Breakdown by Person Responsible option will appear in the Charts section. Select the box to include it in the report.

The report will display a count-based chart breakdown by person responsible with average trendline, count-based summary of the checklist sections by person responsible with percentages, and a detailed report of the checklist answers with percentages.

4. How to export the checklist results report?

You can export your report as a PDF or Spreadsheet. Select Export for PDF or select the dropdown arrow for additional options. For a spreadsheet, select Spreadsheet to download a CSV file.