Checklists are designed to help you drive consistency and accountability across your team. But creating great Checklists is only part of the job; knowing how to track them is what makes them truly effective. 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
With reporting available in both the Opus Training app and dashboard, plus a Daily Digest email sent to your inbox every morning, staying informed is easier than ever.
Table of Contents:
Where to View Checklist Reporting
In the Opus Dashboard
Log in to the Opus Dashboard on your desktop.
Select the Checklist you want to view reporting for. You can find this under the Manage tab.
Once you're on the Checklist's main page, click into the Reporting tab at the top of the screen.
In the Reporting tab, you'll find three key reporting views:
All Submissions
See a complete list of every time this Checklist has been submitted. You'll be able to view who submitted it, when it was completed, the completion rate, and any flagged issues. This view is helpful for tracking individual compliance and task quality.
Schedule Completion
This view shows you how well the Checklist is being completed within its scheduled windows. You'll be able to quickly identify locations that are missing deadlines or completing tasks late.
Summary
Get an overview of trends across all submissions of the Checklist. See how frequently each step is flagged, the average answers to questions, and how many responses each step receives, perfect for spotting areas that may need coaching or clarification.
You can also access more detailed reporting by clicking Open in Completion Grid in the Reporting tab of any Checklist. This will take you to the Report Builder, where you can further customize your report.
In the Opus Training App
To view Checklist reporting in the Opus Training app, find the Checklist in your Library > select Submissions.
Anyone with access to Checklists can see:
The time and date a Checklist was submitted
Who submitted it and for which location
Individual answers for each step by clicking into a specific submission
If a Checklist has already been completed by someone on the team, their submission will be visible, helping others avoid duplicate entries.
Types of Checklist Reporting Available
All Submissions
View every completed Checklist, who submitted it, the completion rate, and any flagged issues. You can also export all submission data.
Schedule Completion
See which Checklists were completed within their scheduled time windows. This is especially useful for monitoring recurring tasks. You can also export all submission data.
Summary
Identify trends across tasks, like average answers, how often steps were flagged, and how many responses each step received. Great for spotting patterns or training opportunities.
Checklist All Submissions
Track all submissions across locations here, and use filters to drill down.Checklist Completion Grid
A pre-built reporting dashboard that provides a detailed grid view of Checklist completion. Here, you can view reporting for multiple Checklists.
The Checklist Completion Grid can be found here, or by going to the Reporting page on the main navigation.
You can filter by time range, location, and Checklist, and download the data as a CSV for more details.
đĄ When multiple Checklists are selected in the Completion Grid report, you will see an average of completion counts or schedule completion.
Collaborative Checklist Reporting
When a Checklist is completed by multiple people, the submission reporting shows who worked on it and which steps each person completed.
Open the Checklist
In the dashboard, open the Checklist you want to review and select the Reporting tab.View All Submissions
In the All Submissions report, click into a specific submission to see the full details.Review contributors
At the top of the submission, you'll see the name of the person who submitted the Checklist. Directly below that, you'll see the names of anyone else who contributed.See step-level activity
If multiple people contributed, each step will display 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 will show the initials of everyone who contributed to steps within that section.
This makes it easy to understand not just that a Checklist was completed, but exactly who contributed to each part along the way.
đĄ Collaborative Checklist reporting in the Opus Training app
Anyone with access to a Checklist can see which team members contributed to a submission directly in the app. This view shows contributors at the section level only. To see step-level details and full contributor information, review the submission in the dashboard.
Daily Digest Email
Stay on top of task completion without logging in. Each morning at 6:30 AM (ET), Opus sends a Daily Digest email with a summary of all Checklist and Audit submissions from the previous day.
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 Digest Emails
To enable daily summary emails:
Go to Training > Checklists > Alerts in your Opus Dashboard.
Select Manage Daily Summary Emails.
Choose your recipients and confirm preferences.
Once enabled, emails will be sent automatically every morning, with no further action needed.
Location Access and Daily Digest Reporting
The Daily Digest displays submissions only for locations someone has permission to access. To ensure proper visibility, verify that your team has appropriate location access permissions. Here's how it works:
A General Manager will only see submissions from the location they have been assigned.
A Regional Manager with access to multiple locations will see submissions from their region.
An Admin will see all submissions.
FAQ
What happens if a Checklist is completed outside of its scheduled time?
Checklists submitted outside their scheduled window will be flagged in both the dashboard and the Daily Digest email, so you can easily 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 is to reduce notification fatigue and keep your alerts focused on what matters most.
Can I customize the way I view reporting data?
Yes! In the Report Builder, you can apply filters by location, Checklist, time range, and more. You can also export the data as a CSV to analyze or share as needed.