Reporting and Notifications

The following notifications are available in Slack and Email. Every notification can be turned on/off on your profile settings. Invited to Checklist Notifications Sent to participants on a new checklist run. If you are the person creating the checklist run, the system is smart enough not to send you a notification. New Assignment Notifications Sent [...]

Each person on your team can fully customize what they want to see on their dashboard. From late checklists, assignments, comments, even commonly used workflows to help start a new checklist run. Watch the following video for how to set up your own customized dashboard.

The checklist runs page is the main spot for keeping track of your in-progress checklists and it allows you to: filter search update view in summary mode export Here's a video on how to use the advanced searching and filtering to view just the right checklists you are looking for and then export them to [...]

The reports page gives a high level view of your account, showing checklist runs started, completed, late as well as this information for each workflow and each user in your account. It defaults to the last 30 days of usages in your account, but that date range can be changed. Need Other Reports? We are [...]

You can export: PDF of a unique checklist run Spreadsheet of a list of checklist runs PDF of a workflow Exporting a Checklist Run as a PDF Exporting a list of Checklist Runs Exporting a Workflow You can export your workflows to PDF using the More Actions button on the list page.  

One of the big benefits of a checklist service like Manifestly is always having access to searchable audit history of everything that has been done. You can go back and look at specific checklist runs to see who completed the steps, when did they complete it, what data did they enter, and any comments. Even [...]

You can now easily search for a record in Manifestly from any page in Manifestly. Either click into the search...