Overview
Journey Reporting can be found via Admin > Journeys > Select the Journey you would like reporting information on. Then select the "Insights" option. This will bring you to the below page:
Here you will see all users who are assigned this Journey.
In this menu, you can see that there are a few columns:
Employee: Displays the name of the employee assigned to the Journey.
Manager: Shows the Manager of said employee.
Progress: Displays the progress of that employee on this particular Journey.
Clicking the step count/the value under the Progress column for any of the users will bring up a menu that shows the steps in the Journey for this user.
Status: Displays the status of the Journey.
At the top right of the menu, you will see these different icons:
In order they are:
Search: Click this icon to search for a user in this list.
Download: Clicking this will download an Excel file with more advanced reporting data regarding the Journey.
Sort: You can sort by either Progress or Status
Filter: You can filter via Manager, Progress, Status or Group.
Move a user a step back the Journey
You can move a user back a step in the Journey by clicking the three dots (...) on the right side of any of the users. If you want to move multiple, you can select the boxes on the users you need to change then click the "Move Back" option next to the amount selected.
Clicking Move Back will bring this menu up:
Here you will see the breakdown of options for what is about to happen. Here you are required to check both boxes off before the user can be moved back 1 step. Keep in mind that this process will remove the Journey Data associated with the current step.
As the screenshot and site state, this is a permanent action that cannot be undone.
Journey Reporting Excel File
The file that downloads will be in Excel Format. Here you will see a breakdown of the Journey to the date that you generated the report.
Here you will see columns for:
Date the reporting file was generated
ID Journey
Title of the Journey which reporting data this file belongs to
Number of Steps in the Journey
Number of employees assigned the Journey
Number of users who have completed the Journeys
Who the reporting file was generated
Below the overview, you will see columns for:
ID of the user
Employee name
Manager name
Number of Managers the user has
Steps completed
When the Journey was completed
Download to PDF
You are now also able to download Journey steps to PDF for documentation purposes. To do this, simply navigate to the Journey either as a user or a manager.
On the User/Assignee side, you will need to navigate to For You > Journeys > Select the Journey and step > Find the download button at the top right.
On the Manager/Admin side, you will need to navigate to Manager > Journeys > Find the User and Journey that you want to download.
Once here, find the step you want to download and select Start. In this menu, you can see the Download option at the top right of the window:
Once you click Download, it will download the Journey step to a PDF file.
If you have any questions or concerns, please be sure to reach out to the Support Team via the Support Hub