Download Analytics Summary Report

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Download the Summary report for all Whatfix content, including Self Help, Task List, Pop-up, Flows, Smart Tips, and Beacons, as a PDF.

The following is a sample Summary report:
summary_report_pdf.png

Use the following steps to download the summary report:

  1. On the Whatfix Guidance dashboard, click Guidance analytics.
    ia_left_nav_guidance_analytics
  2. Click Summary.
    summary_new_guidance_analytics

  1. Click Export PDF to download the report.
    CLMDashboard_analytics_export_pdf

Note
Download up to six months of Analytics data at any time.