Work flows better with WalkMe.
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.
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
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
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.
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
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
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 
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
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
Click Export on the report you'd like to export
Select the date range of the report data from the Date picker dropdown
3. Select the system(s) 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
6. Click Export
The report will be generated and added to the Generated reports tab under Reports & Subscriptions. From there, the report can be download.
Click Subscribe
Select the date range of the report data from the Date picker dropdown
Select the frequency of how often the report will be sent to recipients
Select the system(s) that the data will be pulled from
Select the environment that the data will be pulled from
Enter the emails of the recipients under the Recipient(s) field
Type a custom email subject in the Email Subject field
Click Subscribe
The subscriptions will be added to the Manage subscriptions tab under Reports & Subscriptions.
The Exports & Subscriptions page in the Insights Console is split into two tabs: Generated reports and Manage subscriptions.
The Generated Reports tab is a list of reports that have been exported from the Reports Gallery. The reports list is organized by columns:
Report Name: The name of the pre-built or custom report
Time Period: The date range chosen for the report data
Triggered by: How the report was generated
Systems: A list of systems included in the report
Environment: Which environment the report was exported to
Started: Time when the user clicked to export the report
Status:
In progress: The status "In progress" indicates that the report is currently being processed
Download: Once the report generation is complete, a "Download" button will appear, allowing users to receive a copy of the report
Failed: If the report generation fails for any reason, the status will be displayed as "Failed"
Regenerate: After a report has been generated, the "Regenerate" button will appear, allowing users to generate the report again to view updated data
The Manage subscriptions tab provides users with a list of implemented subscriptions in their. organization.
The tab is organized by report name
The number next to the name indicates how many subscriptions there are per report
Click on a subscription name to access columns containing important information and actions related to the subscription
Table columns
System(s): A list of systems included in the report
Environment: Which environment the report was exported to
Subscription frequency:
Daily: Sent every day at the hour and timezone selected
Available for Yesterday date range
Weekly: Sent weekly, on the day and hour and timezone selected
Available for Last week and Last 7 days date ranges
Monthly: Sent monthly, on the day of the month and the hour and timezone selected
Available for Last month, Last 3 months, Last 30 days, Last 90 days, and Last 365 days date ranges
Created by: User that created the subscription
Email recipient(s): List of people that the report was sent to by email
Status:
Enabled: Subscription is active and will continue to be sent to recipients
Disabled: Subscription is deactivated and not being sent to recipients
Actions menu
Click the Actions menu icon to view report actions.
Edit: Allows you to make changes to the subscription settings
Delete: Removes the subscription from the list
Discover a range of pre-built reports available for immediate access in the Reports Gallery.
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
The link to the report expires after 7 days
A maximum of 15 recipients is allowed
Data for reports is only available for the past year - see Insights Data Collection for more information
Editing capabilities for report subscriptions created in Insights Classic will be limited
The report email is sent from the email account: noreply@walkme.com (WalkMe Insights)
The report email does not contain the report results in the email body but as a link to a .CSV file containing the report results