Our Sessions export feature can build reports for past, present, or upcoming sessions. You can use this feature to see applicant's missed sessions, future appointments by a certain opening, or all past events that have happened.
To generate an export of sessions, follow the steps below.
Prevent Excel from Incorrectly Altering your Data
When performing CSV exports in the product, Excel, Google Sheets, or other software programs may automatically convert the data provided to dates and/or numbers. This can potentially cause numbers that begin with 0 to be updated. For example, if a routing number is listed as 000234123, Excel may translate that number as 234123.
If there are values in your CSV that fit this criteria and may not be translated correctly, visit this resource for steps on preventing Excel from automatically altering your data.
Initiate Session Export
1. Click on Analytics then Scheduled Sessions on the top navigation bar.
Here you can see your scheduled sessions organized by Attended, No-Shows, or Attendence Rate. You can also filter the report by each user's opening and stage.
2. Once you have your filters you can export the data by clicking the three dots in the top right corner of the Scheduled Sessions page and selecting Download. On the next popup, choose CSV to generate the CSV file. You will also receive an email with a link to download.
The CSV file download link is only valid for one week, so be sure to download the file before it expires.