About Insights Reports

Updated on December 29, 2020 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.
  6. Each time that the report is generated according to the saved subscription it is also added to the Recent Reports page and becomes available for download once the report generation is completed.

Downloading 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 export:
    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 — To receive the report by email turn on the “send by email” button and enter the following information:
      1. The email address you want the exported report emailed to; Please be aware that the email address list is limited to 256 characters. For email lists that are longer than this limit it is recommended to create an email distribution list and use it for reporting.
      2. The subject line of the aforementioned email (OPTIONAL). 
        Please Note:

        The character limit of the email address field is 255 characters.

  5. Click GENERATE to download your chosen report;
  6. Once generate is clicked the report is added to the Recent Reports page. If you chose to send by email in just a few minutes you will receive an email with the requested report ready for download.

 

Recent Reports Page Breakdown

In this page the user can see all the reports that are ready for download. The list includes reports that were generated by using “Export” or “Subscription”.

  1. Name – The name of the chosen report
    • Will be selected according to the report you’ve clicked on
  2. Type – Indicates the trigger of the report – can be either subscription or export
  3. Filter – The name of the filter chosen when creating a subscription or exporting the report
  4. Date range – The time frame of the report data as chosen when creating a subscription or exporting the report
  5. Started – the time and date when the report generation was triggered
  6. Status:
    1. In progress – Report which is still being processed will appear with the status “In progress”
    2. Download – The download button becomes enabled once a report generation was completed
    3. Failed – If a report generation failed due to any reason, the displayed status will show as “Failed”. Possible reasons for this could be an issue with the query, session timed out, or the report was too large – Please contact Support for assistance if this occurs
  7. Subscription label – Indicates the subscription frequency
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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