Pass/Fail Rollup For Reports

What is Pass/Fail Rollup?

  • Drills down to specifics within different audits, checklist, or forms being used 
  • Meant to highlight where operations are excelling and where they're might be some opportunity to improve 
  • Extension of "Frequently Answered No" on the main dashboard 

How To Use Pass/Fail Rollup

1.) Click on "Reports" 

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2.) Click on "Create New Report" 

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3.) Once you click on "Performance" tab you will see "Pass/Fail Rollup"

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4.) Click on "Create Report"

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5.) You will be asked to specify one specific form 

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6.) Here you will be able to choose the analytics for any specific time frame 

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7.) You can click on "Export" and receive an email with report requested 

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8.) You can click on "Save"

  • Name the report 
  • Option to schedule when you would like to receive the specific report  

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9.) Once you have opened the email with the report, it will look like the following 

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Note

  • With Pass/Fail Rollup you have a list of the Yes/No questions that are being asked in specified form 
  • On the right hand side it shows how often those questions have been answered with "yes" over the specified time frame 
  • Highlights which specific questions or areas within audits and forms that operations are doing really well on and where the opportunity is to improve 

 

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