Reports

User would like the ability for non-CG Admins to be able to view multiple locations that they have access to from Browse Lists, similar to the functionality that's available within the Item Completion Report. EX: If a user has access to 3 of 5 locations under an org as a Supervisor for reporting/personnel management purposes, but is not a CG admin (can't be allowed to see the other 2 locations), they still want this user to be able to see all 3 of their locations at the same time under reporting, including browse lists.

List Flags Report leaves much to be desired. It is good for an overall count, but not for detail. Customer requested 2 additional features for List Flags. The ability to filter grid view/browse lists to only instances including that flag. The ability to click on a flag in the List Flags Report, to be brought directly to those list instances (similar to item completion reporting)

Would like to be able to 'Group By Location' the List Time report similar to Completion Reports. Currently, you have to do it location by location if you're looking for opportunities.

I would like to be able to have an automated email each week for a grid view report I created

Anything to do with graphs (opening them up, making them, editing them, etc) is extremely slow and makes using them pointless

Would love to be able to pull out the information in the employee section easily such as demographics to Excel. There is no employee level reporting outside of lists, but the profiles have multiple data points. It would even be helpful to see things like a permissions report or a way to pull information out of the notes section. We would love to make that section more usable.

User requests the ability to filter Time and Temp reporting by date+time ("last 24 hours" or "last 12 hours" or specific time/date range). The use case here is for an overnight meal prep service, where their use of the processes in the Jolt app may cross over multiple days. Reporting doesn't support this very well currently, and would require them to manually filter out any non-current processes.

This would be the ability to export data as viewed on the item completion report (download to CSV minus the graphics). For example, this could be used to filter to a single location’s list completion for the last 7 days. Pull completion %’s for the lists into a CSV. Pull a few other locations the same way and format the data in Excel for division/region-based reporting and comparison of location-level completion. It would also make sense to make this available for other reports, such as the List Time Report, so that other data can be pulled in this way.

When getting an emailed report, having a PDF link instead to the full report would be more beneficial as they can share that link with others who do not have access to Jolt on the web portal.

Currently the date range locks in from Sunday to Saturday. However we operate from Monday to Sunday, which means the reports are useless for us. It would be great if the date selector automatically adjusted to what was selected in the settings in the backend. Additionally it would be great to be able to save an arbitrary date range that can move with either a starting or ending date.