Report builder

The report builder generates reports from templates, with criteria you choose. Reports are delivered by email rather than downloaded in the browser.

The report builder sits inside an initiative. Reports cover the initiative you are currently in, so check which initiative is selected before building one. To report on a different program, switch to it first — see Switching between initiatives.

If you have an older bookmark to the report builder, it now takes you to the report builder in your active initiative.

Building a report

1. Name the report and pick a template

2. Choose your criteria — these narrow what the report covers, and differ by template

3. Check the preview — a table of sample data shows the shape of the finished report. Use Edit Columns to choose which columns you want. Column tooltips explain what each one measures

4. Review and export — confirm your criteria and columns, then export

The finished report arrives by email.

Choosing columns

Take the preview step seriously. It is easier to add a column now than to notice it missing after the report has been generated and circulated.

The tooltips matter too — several columns measure similar-sounding things in different ways, and the definitions are the only way to tell them apart.

Templates

Several report templates are available, each covering a different question — user activation, content performance, engagement, and progress against assigned work.

The Activation by User report lists everyone active on the platform, with their activation date and status, the groups they belong to, their manager, and more.

Reports and archived users

Archived users are hidden from the report builder. If your numbers look lower than expected, check whether people have been archived.

Deleted users are gone entirely, along with their history. See Managing users.