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Export Adoption Reports?

  • December 20, 2019
  • 4 replies
  • 138 views

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  • Contributor ⭐️⭐️⭐️⭐️

Is there a way to export adoption reports, or do you have to log into PX to view reports?

Best answer by prashant_mathapathi

Hi @jriva ,

The Adoption Report does not have the export option readily, as in case of a few other reports. However, you can still easily export the list of Users or Accounts who used a specific feature/module, by executing the following steps

1. Scroll down the Adoption reports.

2. Click the Users or Accounts number hyperlink for the required feature or module.  In the following image, users link is clicked for the Timeline module.

You can see that all the 57 users who viewed the Timeline module are listed. If you select the Accounts link, all the accounts that viewed the module/feature are displayed. 

3. Click the Export CSV icon on the top right corner to export the report. 

Export Adoption Report as a CSV file 


You can apply a date range and use other filters at the top of the report to generate the required data and then export it.

Hope this was helpful.

 

Regards

Prashant

4 replies

harshibanka
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  • Gainsight Employee ⭐️⭐️
  • December 21, 2019

Hi @jriva ,

Please see screenhot: It shows the export button on the Audience Explorer Report> Top Right Corner

 


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  • Author
  • Contributor ⭐️⭐️⭐️⭐️
  • December 24, 2019

Thanks @harshibanka. I was referring to adoption reports created in the “Features” module - there doesn’t appear to be the same export option.

 


prashant_mathapathi

Hi @jriva ,

The Adoption Report does not have the export option readily, as in case of a few other reports. However, you can still easily export the list of Users or Accounts who used a specific feature/module, by executing the following steps

1. Scroll down the Adoption reports.

2. Click the Users or Accounts number hyperlink for the required feature or module.  In the following image, users link is clicked for the Timeline module.

You can see that all the 57 users who viewed the Timeline module are listed. If you select the Accounts link, all the accounts that viewed the module/feature are displayed. 

3. Click the Export CSV icon on the top right corner to export the report. 

Export Adoption Report as a CSV file 


You can apply a date range and use other filters at the top of the report to generate the required data and then export it.

Hope this was helpful.

 

Regards

Prashant


harshibanka
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  • Gainsight Employee ⭐️⭐️
  • January 3, 2020

Hi @jriva , thanks for the clarification. I hope Prashant’s answer helps answer your question.