A Video on Running Reports

How To Run A Report

Reports are beneficial in showing you the progress of your team, and how well they are doing in regards to their Guides, Paths, Challenges, etc. 

In order to run your first report:

  1. Navigate to the Reporting tab in the top left corner of the menu bar
  2. Select Dashboard Beta
  3. Choose the type of report you would like to run from the Reporting Dashboard (i.e. groups, guides, challenges, etc.)
  4. Select a Sub Report Type from the right drop down
  5. Add any relative filters
  6. Delete any unnecessary columns 
  7. Click Run Report 

How To Save A Report

To save a report, perform the following steps:

  1. Ensure the correct report has been ran
  2. Select save (Floppy Disk icon), located next to the Run Report button
  3. Name the report

The report has now been saved, and can be accessed from the Reporting Dashboard page.

How To Export A Report

To export a report:

  1. Ensure the correct report has been ran
  2. Select the arrow located next to the Run Report button
  3. The report will download into a CSV document, and can be viewed immediately 

If you have any questions, email support@workramp.com, or leverage your chat window in the bottom right-hand corner of your screen!

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