Export platform reports

  • Updated

Who can use this feature?

  • Platform Admins can export data from all groups.
  • Group Admins can export data from their groups and subgroups.
  • Coaches can export data from their groups.
  • Authors can export data from users who've taken their courses.
  • Managers can export data about their reports.
  • Instructors can export data about the path sessions they instruct.
  • Accessible only on the Web Application.

Platform Admins, Groups Admins, Coaches, Authors, and Managers can export a variety of custom reports from the export interface.

View export interface

  1. At the top of the homepage, click All.
  2. At the top left, click bar.svg Statistics.
  3. Open the Custom Reports tab.

view-export-interface.gif

From the Custom reports tab, you can see the list of reports you saved and the reports shared with you.

For each report, you can see the name, the type, the last modification date, the name of the report owner, whether the report is scheduled, when the next sending occurs, and the users with whom the report is shared.

Export reports

You can export custom reports in CSV format. For more information on export types and data filters, see Available columns and filters for custom reports.

  1. Click plus.svg NEW EXPORT.
  2. Under Export settings, in the General section, enter a File name and select the export Type*:
    • File name*: The name of the report.
    • Type*: Where the export will pull data from.
  3. In the Filters section, select your filter criteria (the filters will change based on the Type* selected).
  4. Under Columns selection, rearrange/add/remove columns in the export.
  5. At the top right of the page, do either of the following:
    • Click Save to save the export settings for future use.
    • Click DOWNLOAD → Now to download the export immediately.
    • Click DOWNLOAD → Via email to receive the download link via email. For large reports, we recommend selecting this option to export the report asynchronously.

Select additional filters

Some filter types have additional filtering options.

  1. In the top right of the filter section, click slider.svg Filter.
  2. Select the filter info.
  3. If the filter does not load automatically, click Search.

Filter User Custom Fields and Groups of the user columns

When including User Custom Fields or Groups of the user columns in a report, you can filter which custom fields appear in the export.

  1. When creating or editing a custom report, open the Columns selection tab.
  2. In the Choose how to display your columns section, hover over User Custom Fields or Groups of the user, 1 column per group, then click pen.svg.
  3. In the dialog box that opens, select the desired values.
  4. Click APPLY to save your changes.

The export will contain columns for the selected custom fields or groups. The other custom fields or groups will be filtered out.

Duplicate an existing report

You can duplicate a saved report or a report shared with you. The duplicated report only contains data from users visible to you.

  1. Access the export interface.
  2. On the right of the name of the report, click 3Dots.svgDuplicate.

A copy of the report appears in the list of reports.

Update an existing report

You can update a saved report. 

  1. Access the export interface.
  2. On the right of the name of the report, click pen.svgEdit.
  3. At the top right of the page, click UPDATE.
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