Admins in Pingboard have access to robust reporting tools. Click Admin and select Reports from the drop-down menu to access Pingboard's Reports page. Reports can be exported as CSV or SQL files by clicking the Export button in the top-right of the report and selecting a file type.
Follow these steps to create and save a new custom report:
- From the Reports page, click the green Add Report button to get started.
- The report builder menu will appear. Select all the fields you want to be included in your report, then click the blue Update Report button to view the report.
- Click on the Pencil Icon next to the report’s name to edit your new report’s name.
- Click the blue Save button in the upper right corner to save your new report for future viewing.
If you'd like to see all of your data in one place in your browser, select the Everything report from the Standard section of the Reports page.
For a full export of all data in Pingboard including system data points like the date a profile was created or last updated, links to profile pictures, etc, navigate to the Employees page from the Admin drop-down menu, click on the Sync & Import tab, then click Export Your Data.
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