How to use the Checklists dashboard in Flexkeeping

The Checklists dashboard in Flexkeeping gives hospitality groups a consolidated view of checklist performance across their property portfolio. A checklist in Flexkeeping is a set of questions that a user answers for a space, for example during a property inspection, a safety audit, or an operational review. Use the Checklists dashboard to monitor completion rates, success rates, and failed responses, or drill into individual checklist records for property inspections, safety audits, or operational reviews. User-level security ensures you only see data for the properties you have access to. You can open the Checklists dashboard in the Flexkeeping web app from Analytics > Checklist Analytics.This article covers the Overview, Checklist Details, Failed responses, Readings, and Archive tabs of the Checklists dashboard. To review the checklists of each user on the Checklists Overview page instead, go to How to use the Checklists Overview in Flexkeeping.

 

In this article, you can learn about:

 

How to use the Checklists dashboard in Flexkeeping

The Checklists dashboard in Flexkeeping shows checklist data for the filters you apply. Each tab of the Checklists dashboard answers a different question: how your checklists perform overall, which checklists were completed, which questions failed, which readings were recorded, and how to download the full archive.

How to filter the Checklists dashboard

After you apply filters, the Checklists dashboard in Flexkeeping updates to show data for your selected filters.

  1. In the Flexkeeping web app, go to Analytics > Checklist Analytics.

  2. In the Filters panel on the left, select the filters you want to apply:

    • Date: Last day, last week, last month, last quarter, or last year.

    • Property: One or more properties. If no property is selected, the Checklists dashboard shows all properties you have access to.

    • Sector: A floor or zone within the property.

    • Space type: A category of space.

    • Room: A specific room.

    • Folder: The checklist folder, for example fire safety or housekeeping.

    • Checklist: A specific checklist template.

    • Assigned to: The user the checklist was assigned to.

    • Created by user: The user who created the checklist.

  3. Click Apply Filters.

The Checklists dashboard updates to show data for your selected filters. To reset all filters, click Clear all.

How to view the Overview tab of the Checklists dashboard

The Overview tab of the Checklists dashboard in Flexkeeping shows high-level performance metrics and trends for the selected filters.

  1. In the Flexkeeping web app, go to Analytics > Checklist Analytics.

  2. Click the Overview tab.

 

The summary metrics at the top of the Overview tab show:

  • Completed checklists: The total number of checklists completed.

  • Average success rate: The average success rate across all completed checklists.

  • Responses: Total Successful Responses compared to Total Failed Responses.

  • Failed responses: The total number of questions that received an unsuccessful answer.

 

The Overview tab also includes three graphs:

  • Completed checklists: The number of checklists completed over time.

  • Average success rate: The success rate trend over the selected period.

  • Checklists completed per hour: This graph is useful for larger properties to track inspection volume and identify unexpected spikes.

How to review checklist details in the Checklists dashboard

The Checklist Details tab of the Checklists dashboard in Flexkeeping shows a list of all checklists completed within the selected filters. Each row includes the following fields:

  • Details: A link to open the full checklist record.

  • Property: The property where the checklist was completed.

  • Space: The space the checklist was completed for.

  • Checklist: The checklist template used.

  • Completed by user: The user who completed the checklist.

  • Completed: The date and time of completion.

 

To review a specific checklist:

  1. In the Flexkeeping web app, go to Analytics > Checklist Analytics.

  2. Click the Checklist Details tab.

  3. Locate the checklist you want to review.

  4. Click Click for details to open the full checklist record, including all questions, responses, comments, attachments, and completion details.

How to review failed responses in the Checklists dashboard

The Failed responses tab of the Checklists dashboard in Flexkeeping shows all questions that received a failed answer across the selected checklists.

  1. In the Flexkeeping web app, go to Analytics > Checklist Analytics.

  2. Click the Failed responses tab.

  3. To narrow the results, select a specific checklist template in the Checklist filter.

  4. Review the failed questions and their answers.

How to view readings in the Checklists dashboard

The Readings tab of the Checklists dashboard in Flexkeeping shows checklists that record measured or numerical data, for example pH levels, temperatures, or utility readings.

  1. In the Flexkeeping web app, go to Analytics > Checklist Analytics.

  2. Click the Readings tab.

  3. In the Checklist filter, select the checklist you want, for example pool water checks or water heater inspections.

  4. Review the readings recorded for the selected checklist.

How to download the archive from the Checklists dashboard

The Archive tab of the Checklists dashboard in Flexkeeping shows a flat table of every checklist completed within the selected filters. You can download the table to Excel for further analysis or reporting.

  1. In the Flexkeeping web app, go to Analytics > Checklist Analytics.

  2. Click the Archive tab.

  3. Apply any additional filters you want.

  4. Click Confirm to download the table as an Excel file. 

 

Once you apply your filters in the Checklists dashboard in Flexkeeping, you can monitor completion rates and success rates across your properties, find the questions that failed, check recorded readings, and download the full archive of completed checklists to Excel.

 

Was this article helpful?
00



Feedback