We have created a database view that allows you to report on Checklists on Tasks. All users have access to create reports on this database view. It combines 3 tables, 'Task' table, 'Checklist' table, and 'Checklist Item' table. In order to run a report on this view, select 'Checklist Task [u_checklist_task_list]' as your table.
When running reports on database views, there are some important notes to keep in mind. When choosing fields to report on, you will often time see a field repeated multiple times with (under_score_names) after it. You'll see this when the same label is shared across the tables joined via this database view. So if there were multiple 'Updated' fields, each field will reference which table it is on.
For example, on this view, you will see (cl_item), (cli_item), and (task_item) after some fields. (cl_items) are on the Checklist table, (cli_items) are on the Checklist Item table, and (task_items) are on the Task table.
Also note that database views are resource heavy in terms of reporting. Please do not publish database view reports on a dashboard, and if you must, please include them below the fold and on lower trafficked dashboards.
For more information on checklists, see Checklists on Cases and Tasks.
Notable table fields on Checklist (cl_)
Notable table fields on Checklist Item (cli_)
| Display Name | Label | Element | Field Type | Reference | Max length | Reporting Notes |
| Document | Document | document | Document ID | 32 | ||
| Name | Name | name | String | 80 | ||
| Owner | Owner | owner | Reference | User | 32 | |
| Created by | sys_created_by | String | 40 | |||
| Created | sys_created_on | Date/Time | 40 | |||
| Sys ID | sys_id | Sys ID (GUID) | 32 | |||
| Updates | sys_mod_count | Integer | 40 | |||
| Updated by | sys_updated_by | String | 40 | |||
| Updated | sys_updated_on | Date/Time | 40 |
| Display Name | Label | Element | Field Type | Reference | Max length | Reporting Notes |
| Checklist | Checklist | checklist | Reference | Checklist | 32 | |
| Complete | Complete | complete | True/False | 40 | True items are completed items on the checklist. | |
| Completed | Completed | completed | Date/Time | 40 | ||
| Completed by | Completed by | completed_by | Reference | User | 32 | When an item is completed, this will populate with who completed it. If it is empty, the Completion is false. |
| Name | Name | name | String | 1500 | Display name of the item on the checklist. If an clickable checklist item is called "Call the Customer" on a case, this should show "Call the Customer". | |
| Order | Order | order | Integer | 40 | ||
| Created by | sys_created_by | String | 40 | |||
| Created | sys_created_on | Date/Time | 40 | |||
| Sys ID | sys_id | Sys ID (GUID) | 32 | |||
| Updates | sys_mod_count | Integer | 40 | |||
| Updated by | sys_updated_by | String | 40 | |||
| Updated | sys_updated_on | Date/Time | 40 |
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