Is there any available reporting on Checklist items?

[erin_sutherland]

We have checklists as fulfillment instructions in some of our HR Services, but we are wanting to find a way to somehow report on these checklists. For example, I would like to see for all open cases with XX as HR Service, what was the most recent checklist item completed.

But I have not been able to accomplish anything like this. Is this due to the variable nature of these checklists? Do you have any other suggestions?

[sachin_namjoshi]

Till Jakarta Release, there is no way to report on checklist.

You can create enhancement request in HI for this requirement.

Is there a way to report on checklist items associated with a task on a task board?

Regards,

Sachin

[Kiel Sanders · Accepted solution]

Hi Erin

You actually can report on these checklist items by reporting on the [checklist_item] table.   This table represents all checklists in the system so you can use the Checklist.Table value to filter to only the HR tables.   You'll likely want to filter out the sn_hr_core_service table since this will be the checklist templates configured on the HR Service.   Also, the Checklist.Document field will represent the case that the checklist is assigned to.   Hope that helps!

[erin_sutherland]

Thank you so much Kiel. I am still having a bit of trouble getting this filtered down and the data I need added.

1) Is there a way to add some fields from the Checklist.Document to this report? I can group by the Document number (which is an HR Case), but would like to pull in the some of the fields in the case as identifiers (employee,location, etc.) of the document.

2) Also, how would I filter down to remove HR cases that are not active?

3) Finally, if grouped by document, is it possible to have them display in the same order as they are on the HR Case?

Sorry if these questions seem elementary, I'm still finding my footing with the system!

Thank you for your help!

[Kiel Sanders]

For #1 & #2, I think you'd have to create a database view to join the [checklist_item] and [sn_hr_core_case] tables based on the Checklist.Document field.   You would then report off of that joined database view to see all data together.

For #3, you can sort by the Order field to organize the checklist items in the sequence they are displayed on the case.