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About Insights Reports

Last Updated November 24, 2024
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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.

General Tabs

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

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

Note

The Report Builder is currently not available in the console but is on the roadmap. For now, creating custom reports in the report builder will only be available in Insights Classic.

Categories

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

2. Report Type Filter

Filter the report gallery by report type.

  • Select report type filters to narrow your results:

    • Integrations: Used for outgoing integrations

    • Custom: Built specifically for your needs by our R&D team

    • System level: 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

    • Subscription: Those with configured subscriptions

Notes

  • Insights Classic had reports divided into MSA level and system level reports, but now all reports into one location for easier access

  • Most reports are available at the MSA level for use across multiple systems, while a smaller number are available at the system level and will be tagged for easy identification

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

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

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

Notes

  • 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 picker field available

  • Last week is from (Mon-Sun)

  • Last 7 days is from the day the report was exported

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

    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. 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. Click Subscribe

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

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

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

Manage subscriptions tab

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

Common Reports List

Discover a range of pre-built reports available for immediate access in the Reports Gallery.

Insights Common Reports

Technical Notes

Limitations

  • 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

  • Custom and Personal reports created for a specific system will have exporting capabilities limited to that system only

  • Editing capabilities for report subscriptions created in Insights Classic will be limited

  • Reports can be up to 100GB in size and must complete within 1 hour and 30 minutes to avoid failure
  • Reports with no downloads for 14 months will be removed from Insights

Notes

  • 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

  • Common reports from Insights Classic won't be visible the new Report Gallery
    • Instead, a new set of common reports will be provided
  • All common reports will feature 3 additional columns for System, Environment, and Platform to indicate the data source
  • Custom and Personal reports (My Reports) created in Insights Classic will be accessible in the Report Gallery in the Console
  • Report subscriptions created in Insights Classic will only be visible in the “Exports & Subscriptions” section in the Console

Roadmap

  • Report Builder won't be included in this release and is planned for the next release
  • Preview functionality won't be included in this version, and is planned to be added it in the next version

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