The Overdue Checklist Report is used to gain an overview of checklists that are currently overdue in your organisation. You can find this report by filtering for Checklists in the report section, then clicking on Overdue Checklists Report:
When generating an Overdue Checklists report there are several customisations you can make. You can apply a number of filters to your report such as by Checklist Category, Checklist Status, Business Unit or Person Responsible:
You can do this buy clicking on Search bar then selecting a Filter and a Value on the popup that appears:
You can rearrange the fields that you would like to include in the Report by clicking and holding the three dots next to the field name, and to add more fields start to type in the white box beneath Fields. You can also sort and group your report by different fields, for example you can group the report by the Checklist Category:
You can also add a summary and chart to your report, which you can do by expanding the Summary & Charts section and then ticking the box next to which one you want:
Note that the chart will always be based on the Checklist Stage, but the summary can be based on either the Person Responsible or the Checklist Category:
And with a different range for how long the checklists have been overdue:
Once you have finished setting up your report you can run it as a PDF by clicking on Export, or as a spreadsheet by clicking on the arrow next to Export and selecting Spreadsheet (note that the spreadsheet will not include the summary or chart):
The generated report will include the summary and chart at the top: