Yes/No Rollup For Reports

What is Yes/No Rollup?

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

How To Use Yes/No Rollup

1. Click on "Reports" (www.zenput.com/reports/ )
   
2. Click on "Create New Report"
   
3. Once you click on "Performance" tab you will see "Yes/No Rollup"
   
4. Click on "Create Report"
5. You will be asked to specify one specific form, a specific team or any team, and a timeframe:
   
6. You can click on "Export" and receive an email with the report requested
   
7. You can click on "Save"
   - Name the report 
   - Option to schedule when you would like to receive the specific report
   
8. Once you have opened the email with the report, it will look like the following
   

Note

• With Yes/No Rollup you have a list of the Yes/No questions that are being asked in the 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