Report Columns
The Columns selector controls which data appears in your report grid. There are two groups of columns: the standard checklist columns that are always available, and dynamic task and control value columns that appear when you select a single template.
Choosing Columns
Click the Columns dropdown at the top of the report to open the column selector. All available columns are listed with a checkbox next to each one.
- Click a column name to toggle it on or off.
- Use the Select All button to enable every available column.
- Use the Unselect All button to clear all selections.
- Use the search box within the dropdown to find a specific column by name.
Changes apply immediately to the results grid.
Standard Checklist Columns
These columns are always available regardless of which template is selected.
| Column | Description |
|---|---|
| Checklist Name | The name of the checklist. |
| Template | The name of the template the checklist was created from. |
| Assignees | The users and/or groups assigned to the checklist. |
| Comments | The total number of comments left on tasks in the checklist. |
| Started | The date and time the checklist was created. |
| Due | The earliest upcoming due date across all tasks in the checklist. |
| Completed | The date and time the checklist was completed. Blank if not yet completed. |
| Completed By | The name of the user who marked the checklist as complete. Blank if not yet completed. |
| Status | The current status of the checklist: Completed, In Progress, Due Soon, or Overdue. |
| Overdue Tasks | The number of tasks that have passed their due date and are not yet complete. |
| Tasks Completed | The number of completed tasks out of the total number of tasks. |
| Next Task | The name of the next incomplete task in the checklist. |
| Tags | Any tags assigned to the checklist. |
Task and Control Value Columns
When you select a single template, a second group of columns becomes available in the dropdown under Tasks & Fields. These columns expose the status and data of individual tasks and their controls.
note
Task and control value columns are only available when exactly one template is selected. If you have multiple templates selected, these columns are hidden. Select a single template from the Templates dropdown to access them.
Task Columns
Each task in the selected template appears as a column option. Adding a task column shows the status of that task for each checklist row:
| Status | Meaning |
|---|---|
| Incomplete | The task has not been completed. |
| Complete | The task has been completed, along with the date and time of completion. |
| Not Applicable | The task was marked as not applicable. |
| Due Soon | The task is incomplete and its due date is approaching. |
| Overdue | The task is incomplete and its due date has passed. |
| Hidden | The task is currently hidden by a conditional logic rule. |
| Halted | The task is blocked because a preceding halt task has not been completed. |
Control Value Columns (Fields)
Within each task, any controls that have been marked as Visible in Reporting appear as indented sub-options beneath the task. Adding one of these columns displays the value entered into that control for each checklist.
tip
Controls are not shown in Reports by default. To make a control visible in Reports, open the template, click the Settings button on the control, and enable the Visible in Reporting toggle.
The format of the value displayed depends on the control type:
| Control Type | Display Format |
|---|---|
| Short Text | Plain text value |
| Long Text | Plain text value |
| Clickable email address link | |
| Website | Clickable URL link |
| Date | Formatted date (respects your date format setting) |
| Time | Formatted time |
| Date & Time | Formatted date and time |
| Drop-Down | The selected option |
| Multi-Choice | Comma-separated list of selected options |
| Sub-Tasks | Status summary of the sub-task list |
| File Upload | Link to view uploaded files |
| Members | Names of the selected members or groups |
Auto-Loading Task and Field Columns
When you select a single template and your report currently has no task or field columns, CheckFlow automatically adds all available task and field columns from that template. You can then deselect any you do not need.
Sorting
Click any column header in the results grid to sort by that column. Click once for ascending order, click again for descending order. Your sort preference is saved with the report view.