Build a report

New report opens the editor. On the left, what the report counts; on the right, the Preview, updating with every setting (Chart and Data tabs).

An example: average score by site

A report reads like a sentence: the average score (the measure) of inspections (the source), by site (the grouping), over 90 days (the period). In the editor, in that order:

1. Source: Inspections.
2. Measures: Average score.
3. Group by: Site.
4. Period: 90 days.
5. Visualization: Bars.

The preview shows one bar per site, the score at the end of each bar. Give it a Name, then Save: the report joins your list, Private.

The settings, one by one

• Source — what the report counts over. Inspections: one row per inspection. Actions: one row per action. Non-conformities: one row per flagged answer of a completed inspection.
• Measures — what it counts. Depending on the source: count, average score, non-conformities found, share of inspections with a non-conformity, overdue actions, median time to close…
• Group by — how it splits. Site, template, inspector, status, priority, family, question, answer given, asset and asset category (for actions, if you see assets), or a date (by day, week, month, quarter). The site levels your organization has named — Building, Floor, Room, or Region, City, Site — are there too.
• Period — 7, 30, 90 days, 12 months, this month…
• Filters — what the report always keeps: a priority, some sites, a minimum score…
• Visualization — Figure, Bars, Columns, Line, Pie, Table. Colors: Brand, States or Monochrome, always in Verifline’s colors.

Going further

• Keep the top N (on a grouping) limits the bars to the N largest and groups the rest into “Other”.
• As a note (once there are several measures) writes a measure small under each bar’s name — “12 inspections” — instead of drawing a bar. So 100% on a single inspection does not read like 100% on forty.
• Relative to today (on a date) groups by urgency: overdue by over 30 days, 7–30 days, under 7 days, due within 7 days, due later, no due date. On a creation date, it is the age.
• Current state (no period) counts what is open now — open, overdue actions. A current state does not move with a dashboard’s period.
• Targets draws on the chart the targets that measure what the report measures.

Share it

A report is born Private, visible to you only. Share with the organization makes it readable by everyone, and the Private label goes away. A shared dashboard only shows shared reports.