Need to pull a report on subject completion? Or a list of the people in your account? Check out how to make the most of reports!
🎥 Learn how to use reports to track team progress in the video below:
👉 Check out the whole How To Build your Business Playbook video walkthrough tutorial, created by our excellent L&D coach Shawn.
Download A Subjects Report:
Click on the Reports tab on the left navigation
Make sure you're viewing the Subject Report section
*Optional* Click on Filters and sort by Roles or Teams
Click "Download CSV"
A CSV file of the report will send directly to your email on file!
📝Note: If you have downloaded a report with the same filters applied before, your CSV may export right to your computer's desktop!
Download A People Report
Click on the Reports tab on the left navigation.
Make sure you're viewing the People Report section.
*Optional* Click on Filters and sort by Roles or Teams.
Click "Download CSV."
This will send a CSV file of the Report directly to your email on file!
📝Note: If you have downloaded the same report before (with the same filters applied), your CSV may export right to your computer's desktop!
View Latest Activity
Click on the Reports tab on the left navigation.
Make sure you're viewing the Latest Activity section.
View all recent activity in your account!
📝Notes: This section was previously known as "dashboard." You cannot pull a report of the Activity Log.
Download An E-Signature Report
Click on the Reports tab on the left navigation.
Make sure you're viewing the Subject Report section.
Click on the subject that contains the E-signatures.
Click on Topic/Test.
Scroll right and click on the numbered link listed in the E-Signature column.
Click on the Signed link for the user whose signature report you would like to view.
The report will automatically download.
Got questions?