How to create a reporting group for Alkimii Checklists?

Unlock In-Depth Insights by organising Checklists in Alkimii

In the realm of property management, harnessing the full potential of your checklists is the key to informed decision-making and streamlined operations. Alkimii introduces a powerful feature that takes checklist analytics to the next level – Reporting Groups. These groups are designed to sort checklists with the same frequency and category, enabling you to gather meaningful insights through your dashboard analytics. This article is your comprehensive guide to organising your checklists and unlocking in-depth analytics.

• Navigate to App Settings, within the mega menu 

• Scroll to the Property heading, click on the Checklists dropdown menu
• Select Reporting Groups 

• Here you will see a full list of the pre-existing groups which would have been configured during your initial installation. 
• To add a new reporting group, click "Add Group" in the top right corner 

• A pop-up will ask you to give the reporting group a title. You will need to select a checklist category for the group and select the frequency of the checklists. You have the ability to bulk-add groups if you wish to add multiple groups in one go. Click the "Save" button to add the group.

• You will now see the category appear in the list view 
• To edit or delete this category, click the pencil or bin icon on the right of the group name under the actions header.