Checklist reporting shows you where things stand at every Location, so you know who to follow up with and what to coach.
Opus gives you quick, detailed insight into:
What's been completed (and what hasn't)
How well it was done
Who completed it
How long it took
Find reporting in the dashboard and the Opus Training app, plus a Daily Summary Email every morning.
Table of Contents:
Where to View Checklist Reporting
In the Dashboard
Log in to the Opus dashboard on your computer.
Go to Operations > Checklists and select the Checklist you want to view reporting for.
Click the Reporting tab at the top of the page.
Choose one of three views:
Submissions: every time this Checklist has been submitted. Use it to track individual compliance and quality.
Each row shows the Location, when it was submitted, who submitted it, how long it took, the percent completed, and any flags.
Turn on Show full submission details to see each step's response.
Schedule completion: how well the Checklist is being completed within its scheduled windows.
Quickly spot Locations that are missing windows.
Each window shows a status like Submitted or Missed.
Steps: a summary of each step across all submissions. Use it to spot areas that may need coaching or clarification.
See how often each step is flagged, the average answers, and how many responses each step receives.
Click a step to see its responses.
For more detailed reporting, click Completion Grid at the top of any Checklist's Reporting tab. It opens the Checklist Completion Grid for that Checklist, where you can customize your report further.
đĄ Start with Steps: Look for the steps with the most Flags, then click one to read the responses behind it.
In the Opus Training App
To view Checklist reporting in the app, open the Checklist from your Library. Its submissions are listed below the Checklist details.
You can also tap View all tasks on your home screen and open Submissions.
Team members with access see submissions from their own Locations. Admins, and Roles with the View all Checklist submissions permission, see every Location. Each submission shows:
The time and date a Checklist was submitted
Who submitted it and for which Location
Individual answers for each step, by tapping a submission
If a team member has already completed a Checklist, their submission is visible, which helps others avoid duplicate entries.
Types of Checklist Reporting Available
Submissions: every completed Checklist, who submitted it, the percent completed, and any flagged issues.
You can also export all submission data.
Schedule completion: which Checklists were completed within their scheduled time windows.
Especially useful for monitoring recurring work.
Click Export to download each window's status.
Steps: trends across submissions, like average answers, how often steps were flagged, and how many responses each step received.
Useful for spotting patterns or training opportunities.
All Checklist Submissions: track all submissions across Locations in the All Checklist Submissions report, and use filters to drill down.
Checklist Completion Grid: a pre-built reporting dashboard with a detailed grid view of Checklist completion, across multiple Checklists.
Open the Checklist Completion Grid directly, or find it on the Reporting page in the main navigation.
Filter by time range, Location, and Checklist, and download the data as a CSV for more details.
đĄ Multiple Checklists: When you select more than one Checklist in the Completion Grid, you see an average of completion counts or Schedule completion.
Collaborative Checklist Reporting
When a Checklist is completed by multiple team members, the submission reporting shows who worked on it and which steps each team member completed.
Open the Checklist. In the dashboard, open the Checklist you want to review and click the Reporting tab.
Open a submission. In the Submissions view, click a submission to see the full details.
Review contributors. At the top of the submission, you see the name of the person who submitted the Checklist. Directly below that, you see the names of anyone else who contributed.
See step-level activity.
If multiple team members contributed, each step displays the contributor's initials next to the timestamp of the submission. Hover over the timestamp to see the contributor's full name.
If your Checklist is organized into sections, each section header shows the initials of everyone who contributed to steps within that section.
đĄ Collaborative reporting in the app: Any team member with access to a Checklist can see which team members contributed to a submission directly in the app, at the section level only. To see step-level details and full contributor information, review the submission in the dashboard.
Daily Summary Email
Each morning at 6:30 AM (ET), Opus sends a Daily Summary Email with all Checklist and Audit submissions from the previous day, including any missed windows.
Admins receive a summary of all Locations they have access to.
Managers and Trainees receive summaries for only their assigned Location(s).
How to Receive Daily Summary Emails
To set up Daily Summary Emails:
In the dashboard, go to Operations > Checklists.
Click Submission Notifications (Admins only).
Under Daily Summary Email, click Add recipients and choose who should receive it. To change recipients later, click Edit.
Location Access and Daily Summary Email Reporting
The Daily Summary Email shows submissions only for Locations each recipient has permission to access. For example:
A General Manager only sees submissions from the Location they're assigned to.
A Regional Manager with access to multiple Locations sees submissions from their Region.
An Admin sees all submissions.
â ď¸ Check Location access first: A recipient with the wrong Location access gets an incomplete (or empty) summary, so confirm each recipient's Locations before you add them.
FAQ
What happens if a Checklist is completed outside of its scheduled time?
You can still submit it, but a submission outside the window doesn't count toward that window. The window shows as Missed in Schedule completion and in the Daily Summary Email, so you can spot delays or off-schedule activity.
Will I get a notification if a Checklist is about to expire or hasn't been completed?
No. Opus does not send notifications for missed or soon-to-expire Checklists. This reduces notification fatigue.
Can I customize the way I view reporting data?
Yes. In the Checklist Completion Grid, you can filter by Location, Checklist, time range, and more, and export the data as a CSV to analyze or share.