Report Center

To receive relevant information on your boards, visit the Report Center where you can export data from Folloze. Having access to this current and insightful data allows you to track and understand your boards’ performance and engagement activities and make informed decisions on follow-up actions.  

Use the Report Center to perform the following:

• Gain insights about boards, activities and content
• Slice and dice the data to focus on specific metrics and understand trends
• Export data in a CSV file  
• Save custom reports for future use 

Report Center permissions  

1. In case the setting Enable data export to Admins only in the Admin Privacy settings is enabled, only Admins can access the Report Center.  
2. A user can only see the boards they have permissions on in the Report Center. If a user does not have permissions on a specific board, that board will not appear on the list of boards in the filter.  
3. Company Admins and Editors can see all data and boards in the Report Center.
4. A user from a different organization cannot see reporting on a board, even if they are editors of the board. To overcome this limitation, it is best practice to add a user from a different organization as a user from your organization so that they have permissions to see reporting.  

To download a report:

1. Go to Reporting > Report Center.
2. Choose a report template:   

• • Board Performance: displays data about a board’s performance levels, helping you to analyze performance and trends across time and compared to other boards. You can also view usage metrics of features such as 2FA and live events.  
  • Content Engagement: displays data about how people engage with the content items on boards, allowing you to identify trends of an item across boards and see which items are most viewed.
  • Engagement Activity: displays granular data of all activities performed on a board, such as who filled in a form, who viewed an item and who clicked a link. In this report, you can slice and dice, group or filter data to better understand the engagement of accounts, specific users and common actions taken on a board.
  • People Engagement: similar to the Pulse table, this report displays data about visitors’ engagement across boards. For example, it displays the number of clicked links and the number of forms filled. Each row shows the data of one lead on one board. 

       3. To open the Filters dialog, click Open Template.

       4. Use the relevant filters to focus on specific data in a report. 

           Different filters are available for each type of report. 

Board Performance Report filters

• Filter by:
  • Channels
  • Boards: the default filter

After selecting the Boards or Channels filter, choose specific boards or channels from the multi-select list. Or, search the list by name or ID. The default is All, meaning the report will display all boards, all channels, etc.

To show your selected choices, click SHOW SELECTED.

• Date Range: set the desired date range using the calendar picker. The default is for the last 3 months.
• Lead Type: select a lead type from the drop-down list to view data of all leads, External customers, or Internal users at your organization. The default filter is external.  
• Identity: select a lead identity from the drop-down list; All, Known, or Unknown.
• Period Level: set the desired period to display data by Total, Monthly, or Both. The total levels are identical to the Pulse table, while the monthly levels are based on a board’s views and viewers in a specific month.
• Board Owner: select the board owner(s) from the multi-select list. The default is All Board Owners. Or, search the list by name or email of the board owner. To show your selected choices, click SHOW SELECTED.

Content Engagement Report filters

• Filter by:

• • Channels
  • Boards: the default filter
  • Board Items
  • Content Center Items

After selecting the filter, choose specific channels, boards, board items or content center items from the multi-select list. Or, search the list by name or ID. The default is All, meaning the report will display all boards, all channels, etc.

To show your selected choices, click SHOW SELECTED.

• Date Range: set the desired date range using the calendar picker. The default is for the last 3 months.
• Lead Type: select a lead type from the drop-down list; All, External, or Internal. The default filter is external.  
• Identity: select a lead identity from the drop-down list; All, Known, or Unknown
• Period Level: set the desired period to display data by Total, Monthly or Both

Engagement Activity Report filters

• Filter by:

• • Boards: the default filter
  • Channels 

After selecting the Channels or Boards filter, choose specific channels or boards from the multi-select list. Or, search the list by name or ID. The default is All, meaning the report will display all boards, all channels, etc.

To show your selected choices, click SHOW SELECTED.

• Date Range: set the desired date range using the calendar picker. The default is for the last 3 months.
• Lead Type: select a lead type from the drop-down list; All, External, or Internal. The default filter is external.
• Identity: select a lead identity from the drop-down list; All, Known, or Unknown.  
• Accounts: select an account(s) from the multi-select list. Or, search the list by account name or domain.
• UTM Medium: type a UTM medium value and click Enter. Or, view data of All UTM Mediums.
• UTM Source: type a UTM source value and click Enter. Or, view data of All UTM Sources.
• UTM Campaign: type a UTM campaign value and click Enter. Or, view data of All UTM Campaigns.
• Invited By: select a user(s) from the multi-select list. Or, search the list by username or email.

People Engagement Report filters

• Filter by:

• • Boards: the default filter
  • Channels 

After selecting the Channels or Boards filter, choose specific channels or boards from the multi-select list. Or, search the list by name or ID. The default is All, meaning the report will display all boards, all channels, etc.

To show your selected choices, click SHOW SELECTED.

• Date Range: set the desired date range using the calendar picker. The default is for the last 3 months.
• Lead Type: select a lead type from the drop-down list: All, External, or Internal. The default filter is external.
• Identity: select a lead identity from the drop-down list: All, Known, or Unknown.  
• Accounts: select an account(s) from the multi-select list. Or, search the list by account name or domain.
• Lead Status: select a type of lead status from the multi-select list: Visitor, Viewer, Super Viewer, or Clicker. The default is All. 
• UTM Medium: type a UTM medium value and click Enter. Or, view data of All UTM Mediums.
• UTM Source: type a UTM source value and click Enter. Or, view data of All UTM Sources.
• UTM Campaign: type a UTM campaign value and click Enter. Or, view data of All UTM Campaigns.
• Invited By: select a user(s) from the multi-select list. Or, search the list by username or email.

   5. Click Download Report.

       The report is downloaded in CSV format.

Saving Custom Reports

After applying filters to a report, you can save the custom report for future use and avoid starting from scratch each time you want to review identical data. For example, you can customize the report filters to view data about a specific board each month without needing to refilter the report each time.

The saved report is available under My Saved Reports for easy access. Give the custom report an identifying name and a useful description.   

To save a custom report: 

1. Choose a report template that you wish to customize. 
2. To open the report filters, click Open Template. 
3. Use the filters to configure the data you want to show in the report. 
4. Click the save icon. The Save Report dialog opens. 
5. Enter a Report Name and Report Description for identification purposes.
6. Click Save.  The saved report is added to the list of My saved reports.
7. To edit a saved report’s name or description, choose the report from the list and click the pencil icon. 
8. To save the changes, click Save. 

You can also create a copy of a saved report. This is helpful when you want to make a small change to a custom report while keeping the original saved report. 

To create a copy: 

1. Under My Saved Reports, open a custom report. 
2. Make the necessary changes. 
3. Click the save icon and select Save As.
4. Give the copy a name and description. 
5. Click Save. 

   The new copy of the report is saved under My Saved Reports. 

Additional information about the Report Center

• The reports update hourly and display the Last Updated Time (in UTC) to provide you with current data.
• The reports return a maximum of 1M rows. If over 1M rows are returned, you will receive a message to refine your filters.