You can download data using our Standard built-in reports or design your own using the Report Writer.
Downloading a Report
From the Reports page:
- Set a Date range by selecting a preset or specifying a start & end date.
- Click the download button next to the report you desire.
On success, you will receive a pop-up dialogue box confirming that your report is downloading. Check your usual download folder to find a CSV file named after the report. You may receive a message stating "This filter does not return any results!" - this means there is no data to return based on the date range specified or the filter criteria of the report.
Report FoldersReports are listed in several folders/sections on-screen to help identify their use and status:
These built-in reports satisfy the most common requirements and provide all the data we collect for your use. Standard reports may be updated occasionally to reflect changes and development of the platform. To modify a Standard report, click the button to create a copy and edit it in the Report Writer. Please note that tracking reports are not currently customisable.
This folder displays all reports that have been created and shared by users in your organisation. All users can view, download or duplicate a shared report.
When you create a new report, it will be listed here by default for your own personal use. If you share a report, it will be moved to the Shared folder.
Users' Unshared Reports
This folder is only visible to users with the Admin Role, and displays all the reports created by other users but not shared. This listing can be useful to access reports of people who have left your organisation or to share a report of someone who does not have permissions (role) to do so.