Report view menu
Click Reports on the left of the page to see all reports that are available.
In the Reports tab, view and export the following reports:
- Location scoring
- Inspections calendar
- Inspections scoring
- Issue list
- Inspections answers
- Process scoring
- Missed inspections
Access Settings
To make reports available for a user, the system administrator should:
- Link the user to an object of organizational structure: division, region, or store.
- Set one of the reporting roles for the user.
- Grant the user access to checklist templates for which they will form reports.
- Grant the user the Inspector role if they are going to work with reports on inspections.
Organizational Structure
Go to the Administration — Users tab, select the preferred user, and make sure a store/region/division is linked to the user, depending on their level.
Read more about Organizational Structure in this article.
Reporting roles
Reporting roles determine whether or not a user should have access to reports.
Every role grants access to a specific report.
Roles can either be set for every user individually or a group of users. Users inherit all report roles of the user groups to which they belong.
Please read the article about reporting roles to know more about each of them.
Access to checklist templates
The system administrator can grant user groups or departments access to certain checklist templates.
To do that, follow the instructions below:
- Open the Checklist builder — Checklist templates tab in the menu.
- Click on a checklist template.
- Go to the Assign recipients tab.
- Select groups and departments that should have access to the selected template.
- Click Save changes.
Inspector role
To make a user inspector, the system administrator should:
- Go to the Administration — Users tab in the menu
- Select a user from the list and tick the Inspector box
- Click Save changes
