Export reports to CSV

The HowToo platform allows you to export report data as a CSV file.

Who can use this feature?

👀 Primary admins, and admins

🏳️ Available on Teams and Professional plan only

❌ Not available for Creator users

❌ Not available if you don’t have Learning Academy

Contents of this article:

• Export report data as a CSV file
  • Export a summary report
  • Export a detailed report
  • Save and reuse report templates

This guide will show you how to export report data as a CSV file, including summary and detailed reports, and how to save and reuse report templates.

Export report data as a CSV file

You can export report data as a CSV file. To do this:

1. On the left-hand side bar, go to 'Reports'.
2. From the 'Reports' dashboard, select 'Export CSV'.

You will see three options:

• Summary - export a summary of the course or lesson completion
• Detailed - export CPD points and compliance report
• Template - export a saved report template

Export a summary report

Choosing 'Summary' exports the same high-level data shown in the dashboard. To do this:

1. Go to the report you want to export.
2. Choose whether you want to export course data or lesson data. If needed, choose to include archived courses or hidden lessons.
3. Select your preferred time range:
   • 7 days
   • 30 days
   • 3 months
   • 6 months
   • 12 months
   • All time

   • 

4. Once you have selected your parameters, select 'Export CSV'.
5. Wait for the system to generate the report

6. When the report is ready, select .Download CSV'.

   

Export a detailed report

Choosing 'Detailed' allows you to customize the report before exporting. To do this:

1. Select one or more courses/lessons.

   • 

2. Choose to include all learners or specific groups

   • 

3. Use Advanced options to refine your results by:
   • Completion status - filter report based on whether learners have 'Not started', are 'In progress', or have 'Completed' a course or lesson
   • Learner status - filter report by learner status, such as 'Active', 'Inactive', or 'Pending'
   • Lesson version - filter report by lesson version, such as 'All versions' or 'Active version'.
   • Assessment status - filter report based on whether an assessment has been 'Passed', 'Failed', Not applicable', or 'Not attempted'
   • Assessment score - filter report based on the learners' assessment results, typically shown as a percentage

   • 

4. Select 'Done'.
5. Once your filters are set, select 'Export to CSV' to download the report.

 ❗️ Note: If your filters do not match any data, the exported report may be empty.

Save and reuse report templates

After setting up a detailed report, you have the option to save your report filters as a template and reuse them later. To do this:

1. Select 'Save template'
2. Enter a name for the template
3. Select 'Save template'

To reuse a template:

1. Select 'Export CSV'.
2. Choose 'Template'.
3. Select your saved template.
4. From here, you can choose whether to 'Edit', 'Export CSV', or 'Delete'.
5. To download the report following the template, select 'Export to CSV'.

Using templates allows you to quickly generate updated reports without setting up filters each time.