About Insights Reports

Updated on May 26, 2019 Download PDFDownload as PDF
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Brief Overview

The Insights Reports Page is your home base for reviewing, exporting and subscribing to your Insights common and custom reports.  If you subscribe to a report, a scheduled email will be sent to a recipient list of your choosing.

If you would like to create a new report that does not currently appear in your Reports Page, please reach out to your WalkMe contact.

Use Cases

Reports use cases include the following:

  • 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.

Reports Page Breakdown

  1. Report The name of the report;
    • If it’s a common report, it will just show the report name; if it’s a custom report, there will be an icon with a wrench that says “CUSTOM”;
    • For a list of common reports, visit our article List of Common Reports.
  2. Description — The description of the report and what data it contains;
  3. Active Subscription — Indicator of whether you’ve subscribed to a report or not, and, if so, at what interval you’re receiving reports.

Subscribing to a Report

  1. Log into your Insights account;
  2. Navigate to the Reports Page:

    • Here you will see the list of all available reports in your account, as well as which have currently active subscriptions;
  3. Choose the report you want to subscribe to and click the Subscribe icon:

  4. In the side-bar that opens, define your subscription:
    • Report — The name of the chosen report;
      • Will be selected according to the report you’ve clicked on.
    • Date Range — The time frame of the report data;
      • Some reports do not have the date range field by definition since they are configured to query all of the historical data of the account. These reports will not have the Date Range field available
    • Subscription Frequency:
      • Daily: An email containing the report will be sent to you every day at the hour and timezone you select;
      • Weekly: The email will be sent weekly, on the day and hour and timezone you select;
      • Monthly: The email will be sent monthly, on the day of the month and the hour and timezone you select.
    • List of Email Recipients;
    • Email Subject (OPTIONAL):
      1. Recipient List: Enter any valid email address, whether registered to WalkMe or not, separated by commas. We suggest you add yourself to the list as a recipient of the email as well;
      2. Email Subject (OPTIONAL): enter the subject of the email. If left empty, the report name will be sent in the subject.
  5. Click Subscribe to save your subscription settings.

Exporting a Report

  1. Log into your Insights account;
  2. Navigate to the Reports Page:
    • Here you will see the list of all available reports in your account, as well as which have currently active subscriptions.
  3. Hover over the report you want to export and click the Export icon:
  4. In the side-bar that opens, define your subscription:
    1. Report — The name of the chosen report;
      • Will be selected according to the report you’ve clicked on.
    2. Results Filters — Select the following:
      1. Available Filters: Select from a dropdown list of available filters; the filter you select will be applied to your exported report;
      2. Date Range: Select the time frame of the report data;
        • Some reports do not have the date range field by definition since they are configured to query all of the historical data of the account. These reports will not have the Date Range field available.
    3. Email Configuration — Enter the following information:
      1. The email address you want the exported report emailed to;
      2. The subject line of the aforementioned email (OPTIONAL).
  5. Click EXPORT to export your chosen report;
  6. In just a few minutes you will receive an email with the requested report ready for download.
Pro-tips:

  • Unlike the data in the Insights Apps Pages, the data in the report is not real-time, but is instead updated once daily. Data for the previous day should be updated by 9:00 AM UTC.
  • 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. The link to the report expires after 7 days.

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