Ideas & Enhancements

Dashboards and reports cannot pull multiple checklist statuses.

Currently firms have to run two separate reports or have two separate dashboards if they are trying to pull information on checklist items with different staff codes.

For example the dashboard "Checklist items by staff assigned" that is native to Neos is unable to pull information for two different checklist statuses (Done/Open/Blank)

The ability to pull this information would be extremely helpful for firms that are trying to pull more information to audit checklists more thoroughly to ensure they don't miss any deadlines. Especially since auxiliary checklist items that don't have a date set come out with a blank status.

  • Guest
  • Mar 15 2021
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  • Guest commented
    16 Mar, 2021 01:07pm

    Great idea and very helpful

  • Guest commented
    15 Mar, 2021 10:01pm


  • Guest commented
    15 Mar, 2021 09:26pm

    I like this idea a lot.

  • Guest commented
    15 Mar, 2021 09:22pm

    Great idea!!