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tipThe Audit Details dashboard gives you insight into trends and areas for improvement across your locations. Easily pinpoint trouble spots like the top 10 locations with failed checklist items, helping you prioritize fixes and boost overall efficiency. Plus, with detailed insights on costs, invoices, and audit specifics, you'll make smarter decisions and drive better outcomes for your auditing process.
Sections
- Filters
Expand title Looks - Headline Metrics
- Top 10 Locations with Failed Checklist Items
- Cost per Trade
- Invoice Amount by Location
- Audit Details by Locations
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Filters
- Audit Type - Types of audits set up.
- Audit Completion Date - The range to view audits completed in that time frame. Default is in the last 6 months.
- Area – Areas set up in all Audit Types.
- Checklist Name – Names of all checklists associated with the selected Audit Type.
- Auditor – People who conducted the Audit.
- Location Name - Filter for work performed at selected locations.
- LocationNoteHeader Name - Filter locations by a location note header that you have configured.
- LocationNoteHeader Value - Filter locations by a location note header value that you have configured
- Region – Geographical areas you set up.
- Overall Audit Score – This filter is a slider. Set the range by sliding the circles to the desired score range. Ex: If you only want to see audit scores in the 10th percentile, slide the left circle until it shows 90.
- Checklist Item Impact - Used to selectively include or exclude items that are Veto or Ignore.
- Source of Completion – Filter to view audits completed via mobile or web (Web includes tablets). Default shows both sources. Note: This data starts from Oct. 2023.
- Company Name - Filter for certain companies in your portfolio.
- Preferred Currency – View monetary data in your preferred currency.
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Looks
Headline Metrics
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Top 10 Locations with Failed Checklist Items
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Cost per Trade
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Invoice Amount by Location
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Audit Details by Locations
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