Teamsly's Reports section gives you a bird's-eye view of form completion across your entire team. You can see how many forms each employee has been assigned and completed, and drill into individual records to see exactly which forms are outstanding.
Getting There
Go to Reports from the left navigation (bar chart icon at the bottom of the sidebar) → under User Level Reports → click Forms.
The User Level Forms Report
This report shows every team member with two columns: Assigned (total number of forms they've been given) and Completed (how many they've submitted). Use the Filter button in the top right to narrow the list by role, date range, or other criteria.
Drilling Into an Individual Employee
Click on any employee's row to see a full breakdown of their forms. This detail view shows:
Form Name — The name and type of each form
Assigned On — When the form was sent to them
Complete By — The due date, if one was set
Submitted On — When they submitted (empty if not yet done)
Status — Complete (green) or Incomplete (red)
Shift — The shift the form was tied to, if applicable
Use the Complete and Incomplete tabs to filter, and adjust the date range picker at the top right to change the time window you're viewing.
💡 This report is useful for accountability reviews — you can quickly see which employees have a backlog of incomplete forms and follow up directly.
Audit Reports
A separate User Level Audits report is available under Reports → User Level Reports → Audits. It works the same way, showing each team member's assigned and completed audit counts, with the same drill-down into individual audit records including the auditee, score, and status.
Additionally, under Audit Reports in the left sidebar you'll find Summary, Scores, and Completions breakdowns.
📋 The Forms and Audits reports only reflect the current location. If you manage multiple locations, switch locations at the top of the screen to view data for each one.
What to Read Next
Need help? Click Book a Call in the top right of the app to talk with the Teamsly team.