Ontrack Daily Checklist Report Export

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by C.W. Holeman III
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A Reports tab now appears in the Ontrack Daily Checklist admin tool. The ability to export two daily checklist reports to CSV.

  • Summary Report - A quick summary of each checklist including status, location and score.
  • Full Report - The full detailed report for each checklist including all questions, responses and number of actions/corrective actions.

The addition of these two reports provides the ability to aggregate checklist data in a way that's meaningful for you in your tool of choice.  

How does it work?

To export multiple checklists at once:

  1. From within the Ontrack Checklist Admin Tool click on Reports

  2. Select the Checklists, Locations, Date Range and specific Status to filter by if desired

  3. Click Export CSV

  4. Select either Summary Report or Full Report

  5. Once the report is ready a link will appear - click the link to download the report:

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To export the full details of a single checklist:

  1. From within the Checklist Admin Tool click on Reports

  2. Select the Checklists, Locations, Date Range and specific Status to filter by if desired

  3. Click on a checklist in the results to view more details

  4. Click Export CSV

  5. Once the report is ready a link will appear - click the link to download the report A few items to note:

  • ●  When multiple checklists are selected in the filter you may not export the Full Report. Select a single checklist to export this report.

  • ●  The version of a checklist is displayed on the full report. The version number changes when a checklist is updated or changed in some way. Changes in the version number could indicate a small change (fixing a typo) or a large change (adding a new question).

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