Within the Monitoring module you will find a full Suite of reports that are both informative and interactive - there are also some "Classic" style reports that will be phased out by the 20th November
Monitoring Status Report
How it Benefits You:
The reports provides a clear snapshot of the performance at selected locations, showcasing key information to help track and improve operations and processes.
This information is shown as:
- The current average status for selected locations, giving an overview of overall performance.
- Locations with the highest number of missed checklists, allowing teams to focus on areas that may require additional attention or improvement.
- Locations with the highest number of overdue defects, helping to prioritise corrective actions and ensure timely resolution of issues.
- A data table that provides you with a summary of how each individual location is performing which will allow teams to focus on areas that require improvement and drive better operational outcomes. The table is exportable to enable you if you wish to, analyse even further.
How do I access the new style reports?
-
- Navigate to the Monitoring Module
- Click on the ‘Reports-Beta’ tab
Status Report Breakdown
Page Level Filtering:
Location: The ‘Status’ report defaults to displaying data for all your locations. You can narrow your focus using the Location Selector search filter, allowing for quick customisation. Once applied, charts and data grids update immediately reflecting data based on the chosen location(s).
Data Charts:
Current Status: The main KPI card at the top of the page displays the average RAG (Red, Amber or Green) status across the selected location(s), offering a quick snapshot of how those locations are performing.
Note – The current status is calculated based on the completion rate of checklists due in the last 30 days from today and the number of overdue defects. Please see the thresholds below:
-
- Green: 95% or more checklists logged in the last 30 days OR 2 or less overdue defects
- Amber: 90-94% checklists logged in the last 30 days OR 5 or less overdue defects
- Red: Less than 90% checklists logged in the last 30 days OR over 5 overdue defects
- Status History: Each bar is divided into the 3 RAG status colors, with a percentage being shown in each section which indicates the percentage of locations within that status. This chart is over the last 12 months and provides a clear picture of how the selected locations have been performing over that time period.
Missed Checklists : This card shows the top 5 locations that have had the highest number of missed checklists within the last 30 days.
Overdue Defects: This card shows the top 5 locations that currently have the highest total of overdue defects.
Both of the Missed Checklists and Overdue Defects cards enable you to understand which locations are your biggest areas of risk and require the most attention. Thus, allowing you to analyse the performance and work towards improvement.
Data Grid
Locations overview:
The ‘Locations overview’ data grid at the bottom of the page provides a tabular overview of each location and their RAG status. In addition, it provides a high level overview on the percentage of completed and missed checklists as well as the number of open and overdue defects.
PDF and Export Function:
The ‘Download PDF' button provides a quick way to capture the entire "page" including charts and summaries, in a convenient PDF format. This eliminates the need to manually create or compile visual data, saving time for reporting purposes out to the wider business.
The 'Export Grid Data' button within the grid at the bottom of the page , enables an export of the selected information within the grid into a CSV file, allowing for deeper data analysis or integration with other reporting tools.
Monitoring ‘Defects’ Report
Overview
We are delighted to announce the release of our ‘Defects’ reports page for the Monitoring module.
This report concludes our suite of reports for the monitoring module.
How it Benefits You:
The ‘Defects’ Report page provides a comprehensive view of defect performance across your organisation. It offers detailed insights by location and by individual checklists, helping you quickly identify emerging risks and trends, monitor recurring issues, and areas for improvement.
Overview of page:
How do I access the new style ‘Defects’ report?
- Navigate to the Monitoring Module
- Click on the ‘Reports-Beta’ tab
- Click on the ‘Defects’ tab
Checklist Report Breakdown
Page Level Filtering:
- The ‘Defects’ report automatically shows data for all the locations you have access to. You can use the Location Selector filter to focus on specific sites. Once you make your selection, the charts and tables instantly update to show information for those locations.
- Calendar range: You can now pick any date range using the calendar, instead of the default 30 days. Once you select your dates, all charts and information on the page update instantly, giving you more flexibility to see the data you need.
Special note:
When you choose your own date range, the report shows how each defect was recorded during that time. For example, if a defect is now marked as ‘Closed’ but was ‘Open’ during your selected dates, the report will show it as ‘Open’
- Checklist: The ‘Defects’ report shows data for all your checklists by default. You can use the Checklist filter to focus on specific ones, and the charts and tables will update instantly to show only the selected checklist(s).
- Category: The ‘Defects’ report shows all your categories by default. You can use the Category filter to focus on specific ones, and the charts and tables will update instantly to show only the selected category(s).
-
Data Charts:
- Summary: The main chart at the top shows the number of defects in each status. It updates automatically based on your chosen filters and date range, giving you a quick snapshot of performance.
- Trend Analysis: This chart shows the number of defects in each status over the past 12 months, giving you an easy-to-see view of how defect performance has changed throughout the year.
- Open by Location: This chart shows the top 5 locations that had the highest number of open defects across the specified date range.
Open by Checklist: This chart shows the top 5 checklists that had the highest number of open defects across the specified date range.
Both charts above help you quickly see the areas with the most defects and where attention is needed, so you can track performance and work on improvements. You can also use the button in the top-right corner of each chart to reverse the order — for example, switching from highest-to-lowest to lowest-to-highest. This makes it easier to compare results and spot trends.
Tabular Data Grid:
Locations Overview:
- The ‘Locations Overview’ data grid provides a tabular overview of each location and their performance – providing you with the number of defects in each status per location
Checklists Overview:
- The ‘Checklists Overview’ data grid provides a tabular overview of each checklist and its performance – providing you with the number of defects in each status per checklist
Defects Detail:
- The ‘Defects Detail’ data grid provides added insight into the defects and their performance. It provides additional information such as: the defective question, due date as well as who the defect was closed by.
PDF and Export Function:
The ‘Download PDF' button provides a quick way to capture the entire "page" including charts and summaries, in a convenient PDF format. This eliminates the need to manually create or compile visual data, saving time for reporting purposes out to the wider business.
The 'Export Grid Data' button within the grid at the bottom of the page, enables an export of the selected information within the grid into a CSV file, allowing for deeper data analysis or integration with other reporting tools.
Monitoring ‘Checklists’ Report
Overview
We are delighted to announce the release of our ‘Checklists’ report page for the Monitoring module
How it Benefits You:
The Checklists Report provides a comprehensive view of checklist completion across your organisation. It offers detailed insights by location and by individual checklist and category, helping you quickly identify trends, spot areas of low engagement, and monitor overall performance.
Overview of page:
How do I access the new style ‘Checklists’ report?
- Navigate to the Monitoring Module
- Click on the ‘Reports-Beta’ tab
- Click on the ‘Checklists’ tab
Checklist Report Breakdown
Page Level Filtering:
- The ‘Checklists’ report automatically shows data for all the locations you have access to. You can use the Location Selector filter to focus on specific sites. Once you make your selection, the charts and tables instantly update to show information for those locations.
- Calendar range: You can now pick any date range using the calendar, instead of the default 30 days. Once you select your dates, all charts and information on the page update instantly, giving you more flexibility to see the data you need.
Special Note:
This report includes data only for checklists that are no longer open for completion. Applying a date range will display data for all checklists whose windows were scheduled to close within the selected time frame. You will be unable to see data for any checklists that are in an active window and therefore will be unable to select a date in the future.
- Checklist: The ‘Checklists’ report shows data for all your checklists by default. You can use the Checklist filter to focus on specific ones, and the charts and tables will update instantly to show only the selected checklist(s).
- Frequency: The ‘Checklists’ report shows all the frequencies by default. You can use the Frequency filter to focus on specific ones, and the charts and tables will update instantly to show only the selected frequencies.
- Category: The ‘Checklists’ report shows all your categories by default. You can use the Category filter to focus on specific ones, and the charts and tables will update instantly to show only the selected category(s).
Data Charts:
- Completion Rate: The main KPI chart at the top of the page displays the average completion rate across the selected filters and date range, offering a quick snapshot of performance.
- Completion History Chart: Each bar shows the number of completed (green) and missed (red) checklists over the past 12 months. This gives you a clear view of checklist performance throughout the last 12 months.
- Completion by Location: This chart shows the top 5 locations that had the lowest checklist completion rate across the specified date range.
Completion by Checklist: This chart shows the top 5 checklists that had the lowest completion rate across the specified date range.
Completion by Category: This chart shows the top 5 categories that had the lowest checklist completion rate across the specified date range.
All of the 3 charts above enable you to understand the biggest areas of risk so you can analyse the performance and work towards improvement. You can also use the button in the top-right corner of each chart to reverse the order — for example, switching from highest-to-lowest to lowest-to-highest. This makes it easier to compare results and spot trends.
Tabular Data Grid:
Locations Overview:
- The ‘Locations Overview’ data grid provides a tabular overview of each location and their performance. In addition, it provides a high level overview on the completion percentage of checklists, as well as the number of completed and missed checklists per location.
Checklists Overview:
- The ‘Checklists Overview’ data grid provides a tabular overview of each checklist and their performance. In addition, it provides a high level overview on the completion percentage of the checklist, as well as the number of checklist in each status.
Checklists Detail:
- The ‘Checklists Detail’ data grid provides added insight into the checklists and their performance. It provides additional information such as: the completion status, planned close date as well as who the checklist was last updated by.
Pause History:
- The ‘Pause History’ data grid focuses on the checklists that were paused and/or resumed within the selected date range. It provides you with a detailed overview of the checklist(s) and the date it was paused/resumed as well as who it was paused/resumed by.
PDF and Export Function:
The ‘Download PDF' button provides a quick way to capture the entire "page" including charts and summaries, in a convenient PDF format. This eliminates the need to manually create or compile visual data, saving time for reporting purposes out to the wider business.
The 'Export Grid Data' button within the grid at the bottom of the page , enables an export of the selected information within the grid into a CSV file, allowing for deeper data analysis or integration with other reporting tools.
