Granular Checklist Reporting | Community
Skip to main content
Submitted

Granular Checklist Reporting

Related products:Reporting
  • February 5, 2026
  • 0 replies
  • 9 views

Checklist reporting is very high level and doesn’t offer more granular company and user reporting.

Big items we need the report to do for the onboarder:

  • Drill down to a specific clinic

    • Can see all checklists and progress for a particular clinic

  • Drill down to a specific checklist

    • Can see status of a particular checklist while also filtered into a clinic

  • Drill down to a specific staff profile

    • Can see the status of a checklist for a particular staff member in a clinic when the checklist was sent to more than 1 user

  • Look a specific time range

Things that would be cool to have in general:

  • Median time it took to complete checklist

    • Time stamp of start/seen and completion

  • Median time, or some measurement, of each task on a checklist (see where the log jam is)

  • Count of completed checklists vs not completed

  • Funnel or distribution visual for completion

  • What else do you think we could use to identify log jams and levers needing to be pulled