TitanAdvisor Checkpoints report templateLast updated on 12/01/2022

• Each row in the report shows a TitanAdvisor checkpoint on a particular date. If you run the report for a single date, the report displays a row for every checkpoint. 

• Features display multiple times on the report, once for each checkpoint per date.

Follow the steps to create a custom report based on the TitanAdvisor Checkpoints report template and select the columns to include in your report.

The template has the following columns selected by default:

• Date: The date that applies to this row of TitanAdvisor data

• Feature Name: Name of the feature recommendation as it appears in TitanAdvisor

• Feature Earned Points: Number of points earned for the feature on the given date

• Feature Available Points: Total number of points that can be earned for the feature

• Feature Remaining Points: Total number of points remaining to earn for the feature

• Feature Status: Status of the feature (Not Started, In Progress, Completed, Ready to Use, Poor, OK, Great)

• Section Name: The business section in TitanAdvisor that the feature and its checkpoints belong to (Fundamentals, Lead Generation, Job Booking & Dispatching, Selling & Performing Work, Pricebook, Purchasing & Inventory, Accounting, Payroll & Admin) Note: Fundamentals only appears if you are still in the Prepare to Launch stage of TitanAdvisor.

• Checkpoint Name: Name of the checkpoint as it appears in TitanAdvisor

• Checkpoint Earned Points: Number of points earned for the checkpoint

• Checkpoint Available Points: Total number of points that can be earned for the checkpoint

• Checkpoint Remaining Points: Total number of points remaining to earn for the checkpoint

• Checkpoint Status: Status of the checkpoint (Incomplete, Completed, Poor, OK, Great)

• Checkpoint Type: Type of checkpoint (Usage, Setup)

• Stage: The stage the feature belongs to

• Primary Business Goal: The primary business goal for the feature

• Secondary Business Goal: The secondary business goal for the feature

• Customer Types: Which types of customer this feature applies to

• Required: Whether the feature is required (Y/N)

• Checkpoint Threshold - OK: The success criteria threshold that is needed to be considered OK for the particular checkpoint. If it is a setup checkpoint, Pass or Fail displays. If it is a usage checkpoint, the value of the threshold displays. For example, if we measure the number of times you click a specific button and assign points based on the number clicked (1 point if clicked once in the last 30 days, 3 points if clicked at least 30 times in the past 30 days), this column displays the value of the second threshold. If there is only one threshold, N/A displays.

• Checkpoint Threshold - Great: The success criteria threshold that is needed to be considered great for the particular checkpoint. If it is a setup checkpoint, Pass or Fail displays. If it is a usage checkpoint, the value of the threshold displays. For example, if we measure the number of times you click a specific button and assign points based on the number clicked (1 point if clicked once in the last 30 days, 3 points if clicked at least 30 times in the past 30 days), this column displays the value of the second threshold. If there is only one threshold, the value of the threshold displays.

• Checkpoint Result (Actual): The checkpoint result. If it is a setup checkpoint, Pass or Fail displays. If it is a usage checkpoint, the value of the checkpoint on the date corresponding with the row displays.

1. Click the From - To field to set date filters. You can:

2. Select additional filters for the report:

Note: Required filters are marked with an *

• Use the optional Section field to filter your report by TitanAdvisor business section. You can select an individual section or use All to view all sections. 

• Use the optional Feature field to filter your report by Feature Name. You can select an individual feature or use All to view all features. 

• Use the Feature Status field to filter your report by the status of the feature in TitanAdvisor. You can select an individual status or use All to view all statuses. 

• Use the Stage field to filter your report by the stage the feature belongs to.

• Use the Primary Business Goal field to filter your report by the primary business goal the feature affects.

• Use the Customer Type field to filter your report by the customer types the feature applies to.

• Use the Required field to filter your report by whether the feature is required.

• Use the Checkpoint Status field to filter your report by the status of the checkpoint in TitanAdvisor. You can select an individual status or use All to view all statuses. 

• Use the Checkpoint Type field to filter your report by the type of checkpoint. 

3. When you’re done setting the filters for the report, click Run Report.

• See Run, filter, and export reports

• See Schedule reports