IN THIS ARTICLE
Leader Feature
This feature is available to leader users in Wambi.
Leaders can export reports from the Analytics page, which provides in-the-moment insights that are tailored to the organization and / or specific to the user or user's group(s).
View and export detail reports
Detail reports provide leaders with the opportunity to view tailored data that can be exported to Excel or CSV for further analysis.
- Select the detail report to analyze from your left sidebar
- A report modal will appear with a chart of data
NOTE
If there are any hyperlinks in your report (look for blue text), click on the field and the content will open in a new tab in your browser!
- Optional: filter the report by job type filter or date filter
- Open the Export dropdown:
- To download a file to your device, select the file format you wish to download (Download excel or Download csv); your download will begin and will save to your device's downloads folder
- To email yourself the report, select the file format you wish to email (Send excel to me or Send csv to me); a pop-up message will appear in Wambi confirming that the report was sent to your email and your selected file type will be sent to the email address associated with your Wambi account
NOTE
If a report has a set time (i.e. a monthly report), the date filter will not affect or change the data on the detailed report.