The OnTrack Completion Report provides a simplified bird’s eye view of your OnTrack completion data and allow you to drill down into several levels of detail. This allows you to find outliers (e.g. high overdue completion rates, low scores, etc) that drive the top-line performance numbers.
Details
Base Report
As with other reports, the report can be filtered by Date Range, Required/Not Required, Unit(s), and Checklist(s), but unlike other reports you can choose to run the Completion Report summarized either by Unit or Location.
If you choose to run the report by Unit, you’ll be presented with an Overall summary row above a row for every Unit (Location) with checklists started within the date range specified:
Conversely, if you un the report by Checklist, you’ll be presented with an Overall summary row above a row for every Checklist type with checklists started within the date range specified:
Data Explorer
The Data Explorer is a modal that allows you to click on any Unit, Checklist, or total in the report and view an additional layer of data behind it. Click on any Checklist title and the admin will see a summary of that checklist’s completion data broken down by Unit. Conversely, if the base report was run by Unit, click on any Unit (Location) and the admin will see a summary of that Unit’s completion data further broken down by checklist type. Any drill down window can be exported to a csv file for easy reporting.
At any point clicking on any numeric total (rather than a Unit or Checklist title) to bring up a full, detailed view of the checklist instances included in the selected total.
There is a breadcrumb within the Data Explorer, both to reflect the drill-down selection as well as for ease of navigation.
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