Track completion and export reports

For managers and admins. Completion dashboards and CSV export.

Last updated About 2 hours ago

Managers and admins.

The Reports tab under SOPs shows completion progress across the workspace. Members do not see this tab.

SOPs view

Click Reports, then the SOPs tab. Each row is one published SOP with how many people are assigned, average completion, and the last completion date. Click a row to expand per-person detail.

Use the status filter and search box to narrow the list. Click Export CSV to download assignment data.

SOP Reports tab by SOP with Export CSV outlined

People view

Switch to the People tab to see completion grouped by teammate instead of by SOP.

SOP Reports People tab with Export CSV outlined