Viewing Reports

Reports provide lots of information related to presentation activity: not only showing who watched your presentations, but also which spots were most popular, how much of each spot was viewed, and whom the presentation was forwarded to.

To access reports:

Navigate to Library > Reports or Projects > Reports. This will take you to the list of Presentations that have been sent out.

On the Projects Reports page, there are three tabs at the top:

• Projects: allows you to filter based off of active and inactive projects
• Managers: allows you to filter based on the project managers for each project
• Invites: allows you to filter by the invitation token at the end of a presentation link i.e. https://wdrv.it/1a2b3c456

On the Library Reports page, there are four tabs at the top:

• Presentations: allows you to search and sort by Presentation Title
• Presenter: allows you to filter by the presentation sender. This view allows you to track sends by the sales rep.
• Recipients: allows you to filter by recipient name or email address. This view allows you to show all presentations sent to a single recipient.
• Invites: allows you to filter by the invitation token at the end of a presentation link i.e. https://wdrv.it/1a2b3c456

• You can also click the graph icon to show a visual breakdown of presentation sends over a time period.

In the Presenters and Recipients tab, you will first need to select a name/ email value to be taken to the presentation list for that individual.

To search reports by presentations:

1. Click on the Presentations tab in the report page.
2. You can then use the search field to search by presentation title, recipient email or sender name
3. Once you have found the appropriate presentation, click on the name. This will show you the send records + recipients.  You can also expire the presentation here.
4. Click on a recipient name to see the details and file view duration for each file.

To search reports by recipient:

1. Click on the Recipients tab on the report page.
2. You can then click on the Recipient column to sort alphabetically or use the search field to search by recipient email or name.
3. Once you have found your recipient, click on their name/ email to see a list of presentations they have viewed sorted by last view date.
4. Click on the last view timestamp to see the contents of the presentation as well as the duration views for each file.

To search reports by presenter:

1. Click on the Presenters tab in the report page.
2. You can then click on the Presenter column to sort alphabetically or use the search field to search by name. You can also sort here by views and last sent dates.
3. Click on presenter's name to see a list of presentations they have sent.
4. Click on a presentation name to see the contents of the presentation as well as the duration views for each file.

To search reports by invites:

1. Click on the Invites tab in the report page. 
2. You can click on the name of the presentation to show you details about the presentation sent including % viewed and how many times each spot was viewed.
3. Clicking on the Invite token opens a new window where you can view the presentation that was sent out. 
4. You can also expire specific presentations tokens sent out here.

You can click on the widget icon to specify how many items are shown at once, as well as which columns show in your report.

At any point in the report menu, you can click the Export button to generate a .CSV of the report's contents.

Learn how to Expire and reopen presentations in Reports here.