--- title: What is the Report Builder Summary Checklist and how to set it up. description: Learn how to tag questions and flag answers for inclusion in the Report Builder Summary Checklist. This checklist uses an algorithm to determine the overall level of compliance over a chosen time period for specific compliance questions. --- [Skip to content](https://help.wildnoteapp.com/en/articles/how-to-create-a-summary-checklist-by-tagging-questions-and-flagging-answers#main-content) English Show submenu for translations [More support](https://help.wildnoteapp.com/en/articles/kb-tickets/new?hsLang=en) ![Wildnote-Logo\_horizontal\_rgb\_tight\_crop-1.jpg\]](https://help.wildnoteapp.com/hs-fs/hubfs/Wildnote-Logo_horizontal_rgb_tight_crop-1.jpg?height=40&name=Wildnote-Logo_horizontal_rgb_tight_crop-1.jpg) - [Schedule a Demo](https://meetings.hubspot.com/jessica431/15-minute-demo) - [Start Free Trial](https://hubs.la/H0zDlnG0) Open main navigation Close main navigation - [Schedule a Demo](https://meetings.hubspot.com/jessica431/15-minute-demo) - [Start Free Trial](https://hubs.la/H0zDlnG0) - English Show submenu for translations - [More support](https://help.wildnoteapp.com/en/articles/kb-tickets/new) - [Go to Wildnote](https://web.wildnoteapp.com/) [Go to Wildnote](https://web.wildnoteapp.com/) Advice and answers from the WIldnote Team - There are no suggestions because the search field is empty. 1. [Advice and answers from the Wildnote Team](https://help.wildnoteapp.com/en/articles?hsLang=en) 2. [Compliance Projects](https://help.wildnoteapp.com/en/articles/compliance-projects?hsLang=en) # What is the Report Builder Summary Checklist and how to set it up. ## Learn how to tag questions and flag answers for inclusion in the Report Builder Summary Checklist. This checklist uses an algorithm to determine the overall level of compliance over a chosen time period for specific compliance questions. If you are responsible for periodic reporting on compliance for construction projects, and your daily monitoring reports include checklist questions/observations which document compliance, you can easily produce a summary of the level of compliance for each question over a chosen time period, such as a week or month, using the [Wildnote Report Builder](https://help.wildnoteapp.com/en/articles/how-to-use-the-wildnote-report-builder?hsLang=en) export type. Wildnote will analyze the data in your date range and calculate if work was "in compliance" or "not in compliance" based on how the questions are answered in relation to the answers that have been flagged. ![](https://help.wildnoteapp.com/hubfs/image-png-Sep-12-2023-11-16-03-6000-PM.png) Steps: 1. Tag all questions to be included in the Summary Checklist by using the tag "**wn-cc-summary**". [Learn how to tag questions.](https://help.wildnoteapp.com/en/articles/tagging?hsLang=en) 2. Flag the answer that indicates that there is a compliance concern. For example, for the question "All workers attended WEAT training and have a sticker on hardhat?", the flagged answer would be "No" which would indicate a potential compliance concern. [Learn how to flag answers.](https://help.wildnoteapp.com/en/articles/4837329-how-to-track-issues-by-flagging-answers-on-a-wildnote-survey-form-template?hsLang=en) 3. On the Report Builder parameters page, check the box **Include Summary Checklist** ![](https://help.wildnoteapp.com/hubfs/image-png-Sep-12-2023-11-36-36-3877-PM.png) 4. Click **Update Template Builder **to generate the summarized checklist. You have the option of unchecking any questions you do not want to appear in the final report, changing the text of the Summarized Answer, and adding additional explanatory notes. ![](https://help.wildnoteapp.com/hubfs/image-png-Sep-13-2023-08-45-51-0258-PM.png) 5. To see how your report is shaping up, choose **Preview Report**. Should you wish to make further edits, simply click **Edit Report Builder**. 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