About Insights Reports

Brief Overview

The Insights Reports page is a central hub, now located in the console, where you can conveniently review, export, and subscribe to Insights reports. Whether you're monitoring multi-system usage at the MSA level or tracking single system usage, our centralized reports provide the comprehensive insights you need to optimize your user experience.

Gain an in-depth understanding of reports across different environments (such as: production, test, custom, etc.) and the option to subscribe to specific reports via email at intervals. Additionally, users can customize designs based on various roles and timeframes.

Use Cases

• Analyze your Insights in a more raw data format or using external tools
• Share Insights reports with more people, including those who are not Insights users
• Schedule and receive periodic updates about the progress of your KPIs without needing to actively search and filter in Insights

Get to Know & Use

Reports is composed of two sub-tabs:

• Reports Gallery: Discover pre-built reports or create your own to export, edit, or subscribe to

• Exports & Subscriptions: View and download generated reports and manage subscriptions

Access

Navigate to Reports Gallery

• Access the Reports Gallery page through the console under Insights > Reports > Reports Gallery

Navigate to Exports & Subscriptions

• Access the Exports & Subscriptions page through the console under Insights > Reports > Exports & Subscriptions

Reports Gallery Page Breakdown

The Report Gallery page in the Insights Console displays a list of all the available reports in your account which you can export and subscribe to.

1. Reports tabs & categories

Access a specific set of reports in the gallery.

Type

• Standard: A list of all of the available pre-built reports

• My reports: A list of reports that the user made in the Report Builder

• Custom: A list of reports built specifically for your needs by our R&D team

Categories

• Click a category to view reports for specific WalkMe items, features, or integrations

Level

• Single-system: Reports that can be exported for a single system only

  • For example, in the case of a custom system report, the system is fixed. However, in other use cases, such as the Tracked Events reports, the system can vary

• Multi-system: Reports that can be exported for multiple systems

Subscriptions

• Reports with configured subscriptions

2. Report Builder

The Report Builder guides you through the process to create your own customized reports, beginning with choosing a template that best suits your needs, and then offering additional columns and filters for data enhancement.

Once the report is created it can be used in WalkMe just as any other report: it can be exported and subscribed to.

• Click Create Report to open the Report Builder

About Insights Report Builder

3. Report Tiles

Read report descriptions and take necessary actions.

• Each report tile displays the report name and a short description of the report and what data it contains

• Each report has tags of what type of report it is

• Each report has tags of the systems in the report

Tile buttons

• Subscribe: Adds the report to the Subscriptions list and creates a subscription with a specific date range and frequency

• Export: Adds the report to the Generated Reports list where it can be downloaded

• Preview: Click the Eye icon to view a preview of your report

Preview a Report

The preview shows a sample of the data, allowing you to see a snapshot of the report's content is working as intended. Note that the preview is for understanding the report, not a testing playground.

Sample data is from the previous day. If unavailable, it shows data from the last week. The date tag in the upper-right corner indicates the timeframe as "Yesterday" or "Last Week" and cannot be changed.

• The preview includes the Systems and Environment dropdowns

Export a Report

1. Click Export on the report you'd like to export

2. Select the date range of the report data from the Date picker dropdown

3. Select the systems that the data will be pulled from

4. Select the environment that the data will be pulled from

5. Optional: Click the Send by Email toggle to send the report to a list of recipients

1. 1. Enter the emails of the recipients under the Recipient(s) field
   2. Type a custom email subject in the Email Subject field
   3. Tick Subscribe if you'd like to both export and create a report subscription
   4. Click Export & Subscribe

6. Optional: Turn on the Filters toggle to apply saved filters

7. Click Export

The report will be generated and added to the Generated reports tab under Reports & Subscriptions. From there, the report can be download.

Subscribe to a Report

1. Click Subscribe

2. Select the date range of the report data from the Date picker dropdown

3. Select the frequency of how often the report will be sent to recipients

4. Select the system(s) that the data will be pulled from

5. Select the environment that the data will be pulled from

6. Enter the emails of the recipients under the Recipient(s) field

   Limitation

   The email address list is limited to 256 characters. For emails lists that are longer than this limit it is recommended to create an email distribution list and use it for reporting.

7. Type a custom email subject in the Email Subject field

8. Optional: Turn on the Filters toggle to apply saved filters

9. Click Subscribe

The subscriptions will be added to the Manage subscriptions tab under Reports & Subscriptions.

Applying saved filters for Exports & Subscriptions

Notes

• You'll only see filters that match the system you selected

• If the selected filter becomes invalid due to system change, an error message will appear

• The selected filter will be applied to the exported file or scheduled report

  • The filter name appears in the export and subscription details for easy tracking

  • Saved filters are applied to each scheduled subscription delivery – the filter name appears in subscription and in the email subject line

• If no filter is selected, the full dataset is included by default

Limitations

• Filters must already be created in the console; you can't create or edit filters during export/subscribe flows

• Classic filters are read-only in console and are overwritten if edited

• Filters are not supported for multi-system reports

• Filters are not applied to Preview mode

Exports & Subscriptions Page Breakdown

The Exports & Subscriptions page in the Insights Console is split into two tabs: Generated reports and Manage subscriptions.

Generated Reports Tab