Routines report

In the realm of Routine management in Rever, having a centralized tool is crucial for effectively tracking executions and analyzing results based on the generated findings. This article will provide you with a comprehensive overview of everything you need to know about your Routines, allowing you to visualize activity and access detailed summaries.

You will learn about the various types and statuses of findings that arise from these Routines, as well as the opportunity to download Excel reports containing extensive data. This feature enables you to explore and filter the information to suit your needs, making it essential for thorough result analysis and informed decision-making.

Prepare to enhance your Routine management experience and streamline your results analysis all in one location, leading to a more organized and efficient workflow.

To view specific details, you will need to select your Routine, the Site it was created in, and the date range for which you wish to see the data. Keep in mind that while Routines are created in a specific Site, they can be assigned to different Sites, individuals, and/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

💡 Tips:
- Choose a specific day or date range. After making your selection, click the Apply button to filter your report.
- Use our advanced search filters to easily find your desired Routine.
- To view the full organization, remove all selections from the filters.

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: 21/04/2025