Why This Matters

Interactive Reporting allows you to dive deeper into your data, so you can be sure it's saying what you think it is. You can also decide how each Report or Insight is filtered by default, and set up subscriptions so you can get reports sent to you and your employees via email.

Step-By-Step How To

How to "Drill Down" into your Data

1. Open any Report or Insight from Analytics > Standard Reports/Insights
2. Click on a chart: a bar, pie, or other visualization
3. Select whether you want to see the underlying data, or some breakdown on another property

How to Set Default Filters

You can save which filters you want automatically applied to a Report.

1. Navigate to Analytics > Standard Reports or Insights
2. Open a Report or Insight
3. Make changes to your filters
4. Click the Set As Default Filters button

How to Subscribe to Report Results Emails

Keep yourself and your team updated with critical metrics!

1. Navigate to Analytics > Standard Reports or Insights
2. Open the Report or Insight you want to receive notifications about
3. Set up the filters as you want them (they can be different from the default ones)
4. Click the Subscribe to Report or Subscribe to Insight button
5. In the sidebar, type a name, then choose your recipients and frequency of sending

To change or remove existing Report/Insight subscriptions:

• Navigate to Analytics > Standard Reports or Insights
• Click the Manage Report Subscriptions or Manage Insight Subscriptions button in the top right
• Select an existing subscription, and make your changes

FAQs

1. "Can subscription filters be different from my saved default filters?"
   Answer: Yes! Before you set up a subscription, be sure to set the filters to the way you wish the report to be delivered, but do not select the option to save them as the default filters.
2. "Who can receive subscribed reports — only staff, or clients too?"
   Answer: You will check the box beside the staff level you wish to send to and the email options will populate for selection. However, you can also click "Send to New Email" in order to directly add a recipient who doesn't even need to be in Wodify.

More Information:

• Related article: Understand Data and Tables for Custom Reporting

If you need any additional assistance with Reporting, feel free to reach out to our team at support@wodify.com or via Priority Live Chat in your admin account