How do I pull an Analytics Report?

Your Analytics dashboards display data in chart and graph formats for easy review. As filters are added, the charts and graphs reflect those changes.

To sort a chart by any column, click the column header.

You can also download any data you've configured in your dashboard.


To download:

  1. Click the three dots next to data you want to download.

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  2. Select your preferred file format from the File Format dropdown menu.

  • You can choose from TXT, Excel, CSV, JSON, HTML, or Markdown.

  1. Select whether you want the Results to display with visualizations or as a data table.

  2. Select whether you want your data Values to be formatted or unformatted. Unformatted data will not include any rounding or other settings used to display your data in Namely.

  3. Select your Limit.

  • Results in Table limits your data to the first 500 rows in the data set.

  • All Results includes all the rows in your data set.

  • Custom allows you to choose which rows you would like to include.

  1. Click Download to download your data, or Open in Browser to view it in your browser window.

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Analytic reports offer a variety of filtering options, but only pull in a specific, predetermined set of fields.