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, content and forms
• 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. 
  • Form Submission: displays data on form submissions, such as registrations for a specific webinar. You can select specific forms to view the form fields and how people filled them out. The report also includes any custom and hidden fields on forms.  

3. Use the relevant filters to focus on specific data in the report. Each report has different filters available.
4. After filtering the report, click Download Report. 

The report is exported in a CSV file. Each report includes designated columns of data. 

For more details on report filters and the data shown on each report, see each individual report's article.   

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.