Journey Insights Overview
You will find Journey Reporting via Admin > Performance > Journeys > select the Journey in question and click Insights. This will bring you to the below page:
Here, you will see all people who are assigned to the Journey.
In this menu, you will see following columns:
Employee: Displays the name of the employees assigned to the Journey.
Manager: Shows the Managers of said employees.
Progress: Displays the progress of that employee on this particular Journey.
Clicking the step count under the Progress column for any of the people will bring up a menu that shows the steps in the Journey for this user.
Status: Displays the status of the Journey (Completed/Not completed).
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 trigger a pop-up window asking you to confirm to export an Excel file with more advanced reporting data regarding the Journey. Once confirmed, you will receive the report via email with a link. The report will also be available for download as an in-platform notification.
Sort: You can sort by either Progress or Status.
Filter: You can filter via Manager, Progress, Status or Group.
Exported Journey Report
When you click to export the Journey report, a pop-up will appear asking you to confirm the export. The exported file will be in Excel Format. You will receive the Journey report via email with a link. Once the report is ready, it will also be reflected as an in-platform notification.
You will see the following data overview in the top left corner of the Journey report:
Date the reporting file was generated
ID Journey
Title of the Journey in question
Number of Steps in the Journey
Number of employees assigned the Journey
Number of people who have completed the Journey
Who the reporting file was generated by
Below the overview, you will see the following columns:
Column A: Employee ID
Column B: Employee name
Column C: Employee Job Title
Column D: Employee Email
Column E: Groups of the Employee
Column F: Direct Manager of the Employee
Column G: Group Managers of the Employee
Column H: Steps completed by the Employee
Column I: Current step of the Employee
Column J: When the Journey was completed (if applicable)
In the bottom of the exported Journey report, you will find spreadsheet tabs for each step of the Journey. One step can have multiple tabs if certain Interactive components have been used in the template.
The following Interactive components will get their own respective tab in the exported Journey report:
Learning component
Goals component
Feedback component
The columns in the tabs for each step of the Journey will vary depending on whether it is the general step tab or a tab for a specific type of Interactive component.
The tabs for the general step will have the following columns:
Column A: Employee ID
Column B: Employee name
Column C: Employee Job Title
Column D: Employee Email
Column E: Direct Manager of the Employee
Column F: Step Start Date
Column G: Step Submission Date
Column H: Submitted by
Column I: Step Component type
Column J: Step Component Title
Column K: Step Component Order
Column L: Step Component Value
Move user a step back in 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 people. If you want to move multiple, you can mark the boxes on the left side for the people 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. You are required to check both boxes off before the user can be moved back to the previous step. Keep in mind that this action will remove the Journey Data associated with the current step.
IMPORTANT: Moving a user back to the previous step of the Journey is a permanent action that cannot be undone.
Download template as PDF
An alternative to exporting a full Journey report, which is only available for Admins, is to download a PDF of a specific Journey template step.
This is possible for both Employees, Managers and Admins alike.
On the Employee/Assignee side, you will need to navigate to My development > Journeys > Open a Journey step > Find the Download as PDF button at the top right.
On the Manager/Admin side, you will need to navigate to Teams & People > Journeys, and find the Employee you wish to download a PDF for.
Once here, find the step you want to download and select Start. In this menu, you can see the Download as PDF button at the top right:
Once you click Download as PDF, 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