Checklists' Report
Find out how to generate and read reports of checklists
David Andrade avatar
Written by David Andrade
Updated this week

You can quickly generate and download the information you need about checklists at your factory. To access the checklists' data, please follow the next steps:

1. Click on (1) Reports, on the left side of the screen, and then (2) Checklists.

2. Here you can customize your report by adding some filters. Only the time period is mandatory.

  • Time period: refers to the time interval of the checklists to be presented. You can either define it in a basic (selecting start and end date) or relative way (for example, "Today", or "Last 7 days"). Please note that the time interval cannot exceed three months.

  • Checklist: choose in case there's a specific checklist that you want to analyze.

  • Production Order: select one in case you want to investigate the checklists for a specific production order.

  • Product: this filter allows you to detail the results for one specific product.

  • Operation: allows you to extract only the checklists associated to a specific operation.

  • Lot/Batch Number: select this filter if you want to only get checklist information about a specific lot/batch number.

  • Worker Groups: this filters allows you to detail the results for a specific worker group.

Once you get the filters defined, click on Generate Report.

3. After generating the report, you'll see the parameters that were filled on the checklists.

In the paragraph below a generic explanation of the results is provided.

Interpreting the report results

There are three types of checklists that can be generated in the reports: Safety & Health, Maintenance and Quality checklists. Depending on the one that was filled, different information will be displayed.

Safety & Health


Quality - Production

Quality - Inventory Movements

Observing the images above, checklists are grouped by their code (1), following their records and the information filled on those.

On the header of the checklists, in the first columns (2), it is presented information regarding the record itself.

  • For the Safety and Health checklist, both the date record and the worker who preformed the checklist are identified.

  • For the Maintenance checklist, the date record, the worker who performed the check and the maintenance order code are identified.

  • For the Production checklist, are specified the date of completion, the worker responsible for the check, the production order and operation where it took place, and the product and lot/batch number being analyzed.

  • For the Inventory Movements checklist, are specified the date of completion and the worker responsible for the check, the product and lot/batch number being analyzed and finally the sales order/purchase order code, depending on whether is a shipping or receiving movement.

On the following columns of the header (3), the checklist values are displayed. Those will be specific for each checklist.

Finally, on the last column (4), there is a hyper link for the checklist record, production record or inventory movement, considering the checklist under analysis.

Like any Autodesk Prodsmart report, you can either download it in Excel or PDF format by clicking on Excel Report or Export PDF.

Need help? Request a Prodsmart expert to contact you here.

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