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jriva
Contributor ⭐️⭐️⭐️⭐️
December 20, 2019
Solved

Export Adoption Reports?

  • December 20, 2019
  • 4 replies
  • 174 views

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
    harshibanka
    Gainsight Employee ⭐️⭐️
    December 21, 2019

    Hi @jriva ,

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

     

    Harshi (pronounced like the Hershey's chocolate); PLG and Digital CS Evangelist
    jrivaAuthor
    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
    prashant_mathapathiAnswer
    Helper ⭐️⭐️⭐️
    December 31, 2019

    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
      harshibanka
      Gainsight Employee ⭐️⭐️
      January 3, 2020

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

      Harshi (pronounced like the Hershey's chocolate); PLG and Digital CS Evangelist
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