Way We Do

Instructions for creating, editing, and reading a Team Member Report.

Team Member Report

Create a report on Activated Checklist completion for specific team members and roles

Checklist Matrix Report

Access and Review Acceptance Reports

Instructions for how to access and read the Revision Schedules report

How to Access and Review Revision Schedule Reports

Can I view, download and print an acceptance report for one person?

Procedure Register Report - How to print a list of procedures

Checklist Instance Report and CSV Export

Review History Report

Acceptance Matrix Reports for Policies, Processes, and Procedures

Instructions for running the Automations & Reminders report

How to Access and Review the Automations and Reminders Report

Instructions for how to access and read the Revision Assessments report

How to Access and Review the Revision Assessments Report

Andrew Sutton

Dan Sargeant

Explore the Reporting section to understand how to generate and analyze data-driven insights using Way We Do's features

08. Reporting

Find answers and get help from Intercom Support and Community Experts

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