Portal reports give you a complete view of activity and outcomes across your portal — all in one place. Instead of relying on external dashboards or disconnected tools, you can now access all reporting directly from the Reports tab in your portal's main navigation menu.
Use portal reports to monitor engagement, track matchmaking activity, understand learner outcomes, and explore the data most relevant to your program.
Main benefits of portal reports:
All portal reporting accessible in one place, directly within the platform
Flexible filtering to slice data by the dimensions most relevant to your portal
Drill-down functionality to view and export raw underlying data
Experience-level reports available for a closer look at individual experiences
General
Available reports
Portal reports are organized into the following tabs:
General — a high-level overview of key metrics across your portal, including published experiences, matched projects, completed learner experiences, companies, users, and more
Experiences — reporting scoped to the experiences running within your portal
Outcomes — data on learner and project outcomes across your portal
Feedback — aggregated feedback submitted across your portal's experiences
Matchmaking — data on match requests, project matching activity, and marketplace engagement
Projects — reporting on the projects matched within your portal
Companies — data on the companies participating in your portal
Marketplace — visibility into marketplace activity and engagement
Users — reporting on the users active within your portal
Filtering
Most reports include filtering options so you can focus on the data most relevant to your program. Filters vary by report and allow you to slice data by dimensions such as experience, date range, status, and more.
Drill-down and export
Several reports support drill-down functionality. Clicking into a report card opens the underlying raw data, which can be viewed in the platform or exported as a CSV file.
Access and permissions
Portal reports are a premium feature — your portal must have reporting enabled to access this tab. Access is granted on a per-role basis, meaning users must have a role with the Reporting permission enabled to view reports.
To grant a user access to portal reports, follow the Roles guide on creating and administering roles.
How to
View portal reports
To view your portal's reports:
In the main navigation menu, click your portal name to expand the portal section
Click "Reports"
Select any tab to view the relevant report
Filter a report
To filter report data:
Navigate to "Reports" in the main navigation menu
Select the report tab you want to filter
Use the available filter options to narrow the data by your preferred dimensions
Drill into a report
To view the underlying data for a report:
Navigate to "Reports" in the main navigation menu
Select the relevant report tab
Click "View all" on the report card you want to explore
Export report data
To export raw data from a report:
Navigate to "Reports" in the main navigation menu
Select the relevant report tab
Click "View all" on the report card you want to export
Click the 3-dot menu and select "Export to CSV"
You can select which columns appear in the export using the column selector icon.