Articles on: Insights & Reports

Download Reports

Download reports in a .xlsx file from the Insights sections

Insights allow you to analyze, visualize and obtain the information and content captured by your organization in one place; in addition to charts, graphics, and total data numbers, you can download reports in Excel files (.xlsx) for specific periods and filters; You decide the period to filter and the location tags.

The raw data download provides you with all the detailed information about your organization in Rever so that you can use it according to your needs.




The information obtained in each downloaded file depends on the type of report selected.


Downloadable reports available:

Overview

Routines

Improvement Ideas

Quick Actions

Problem Solving

Challenges

Users

Non Validated Impacts

Validated Impacts


Download a report:


Go to the Insights section

Choose the report you want to view

Select download dates (time frame)

Choose location tags

Click the "Export" button

A new window will open with the "Report List" that will indicate the downloading process

Once completed, a download icon will appear in your list of reports that you can click to store on your computer

Note: You will receive a notification on the platform and via email once completed



View of your Report List

All your report download requests are in one place. The new way to download Insights reports allows you to navigate through other platform sections without interrupting the download process. Once completed, you will be notified by email and through a notification within the platform so that you can consult it at that time or even after. In this list, you will find all your requests with the type of report, the requested date, and its status.

Once you have requested the report to download, it will be valid on your download list for seven days. If this period expires, it will be deleted from your list, and you must request it again.

"Report List" is located in the upper right part of the platform, next to the settings, language, notifications, and profile. Available for Coaches and Admins.


Report List




Report download status:


In Progress: The report is still being generated

Completed: It will be displayed with a download icon which indicates that your report is ready to be downloaded in order to be stored on your computer



Important notes:


Once the report has been completed, you will receive a notification by email and within the platform in the notification center indicating your report is ready

Once you request a report, your "Report List" will open automatically with your recent requests; you can close it and continue browsing the platform

We recommend closing and refreshing this view so you can see the most updated status

Once you have requested the report to download, it will be valid in your download list for seven days; if this period expires, it will be deleted from your list, and you will have to request it again

Since you downloaded the report from your list, it will be removed from the report view

If you make a download request that is the same as another that you have previously requested in the past seven days, you will be notified so already have a request in your list of the same reports to avoid duplicates



Download Failed

We understand that analyzing and downloading your organization's data is essential; Sometimes, the download report requests with extensive dates and/or massive filters may have significant data content (a lot of information). For this situation, it's necessary to consider that this type of data volume may cause the report not to be downloaded; this is an expected behavior; If the report is not downloaded, an alert will be displayed indicating the situation.



We recommend you reduce the download dates to less extensive or long periods, in the same way for the location filters, so that you can obtain your results.

Updated on: 02/05/2024

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