Overview

After publishing your Checklists to your web platform, all end-user interactions related will be presented on each Checklist's Reports tab.

There, you can track the performance of your Checklists in detail and have a better insight into the engagement and success of your guides triggered via these assistants.

Where to Find Checklist Analytics?

The dashboard can be accessed by clicking each Checklist under the Widgets menu.

Checklist Performance Metrics

You’ll see key performance metrics that help you evaluate how your users engage with your checklists.

Total Interaction: This number represents how many users have interacted with your Checklist — including any engagement such as opening the checklist or clicking on an item. It helps you understand the reach and visibility of your checklist content.

Total Completion: This refers to the number of users who have completed all the items in a checklist. It shows how many users followed through the entire checklist experience from start to finish.

Completion Rate: This is the percentage of users who completed the checklist out of those who interacted with it. It’s calculated by dividing Total Completion by Total Interaction, giving you a quick overview of how practical or engaging your checklist is.

Filters

Two possible filters can be applied to the Checklists/Guide Triggers data.

Date picker: You can change the date range and pick a longer or shorter period.

Interval selector: Based on the chosen date range from the second filter, you can set a daily, weekly, or monthly interval to present your data on the graph.

Interacting with the Graphs

Line Chart: Once you have applied your filters, a blue line will appear on the line chart representing the date-specific number of interactions.

To gather date-specific data, hover over the chart, as shown below:

To see the list of users who viewed a Checklist, click on one of the indicators representing each material. You can also export this list of users as a CSV file.

After clicking "Export CSV," you can select additional attributes to include in your file.

Pie chart: The chart shows analytics data for individual items inside the Checklist. To see each item's total number of interactions, hover over the desired percentage.

Table: All items will be listed in descending order based on their total number of interactions.