Routines report

Effective management of Routines in Rever relies on having a centralized tool to monitor executions and analyze results based on the generated findings. This article offers a comprehensive overview of all you need to know about your Routines, enabling you to visualize activity and access detailed summaries.

You will discover the different types and statuses of findings generated by these Routines, along with the option to download extensive Excel reports. These reports can be explored and filtered to meet your specific needs, making them essential for in-depth result analysis and informed decision-making.

Get ready to enhance your Routine management process and streamline your results review—all within a single platform, promoting a more organized and efficient workflow.

To view specific details, select your Routine, the Site where it was executed (optional), and the desired date range. Remember, while Routines are created within a specific Site, they can be assigned to and executed across various Sites, individuals, or teams.

Activity

Conveniently view the total number of executions during the chosen period within the selected Routine.

We also provide important activity data such as the average duration per Routine and an average number of completions for findings.

In the overview table, you can see the assignees participating in the Routine and their total number of executions created and completed.

The overview table shows you total data by Routines and findings:

• Completed Routines
• Routines in Progress
• Findings Found
• Completed findings

Steps to Login

• Access the Insights section
• Select Reports - Routine Report
• Choose a time frame
• Select the Routine
• Verify the data
• You can also print or download the Excel report available for your Routine with or without the answers to the Checklists, so you can obtain a simpler report

Breakdown by Execution

All the detailed information for each execution performed within the Routine, with its links and information in a clear table: the site location where it was performed, whether the checklist was answered or no, completion time, total findings created, and the total number of completed findings.

Findings Breakdown

Effectively visualize information in donut charts about findings within the Routine:

• By Status
• By Solution Type (converted to a Correction or Improvement Idea)
• By Type of Situation chosen
• By Priority
• By Category chosen
• By Tags

Overdue Findings

Find the list of Findings that have already expired from the Routine in one place; click and review them if you prefer.

Download your Routines report in Excel format

You can export an Excel report containing a summary of the Routines and Findings information for the selected period and location.

When downloading the report, you will be asked to choose between a simple report with all the general information on the created executions and the findings, or downloading the report with all the responses that were answered by the users assigned. The other option is a much more detailed report and can even be more comprehensive as it contains more data with all the answers.

If you'd like to learn more about Routines, visit the this article: https://help.reverscore.net/en/article/routines-1wc17in/

Updated on: 04/08/2025