Organization Analytics and Reports

The Organization Analytics provides an overview of your organization’s activity. Learn how to acess it.

How to acces Org Analytics tab

How to create a report via CSV File

Understanding the Users tab

How to Access Organization Analytics

If you already have access to the Organization Analytics page, follow these steps:

1. Select the Settings cog from the left-side menu. 

2. Click on the Org Analytics tab. 

   
   

3. Choose the desired timeframe by clicking on the Enter a Date Range field and selecting your preferred date range. 

   
4. You can also filter the analytics by users to view data specific to individual members or groups.
5. You will then have access to all the analytics and data relevant to your organization.

How to Create a Report via CSV File

To export a usage report from the Organization Analytics page, follow these steps:

1. Go to the Accounts section using the Settings cog icon from the left-side menu.

2. Click on the Org Analytics tab.

   

3. Navigate to the Organization Usage Report tab.

   

4. Enter the desired timeframe by clicking on the Enter a Date Range field.

   

5. Choose the preferred report frequency: Monthly, Weekly, or Daily.

   

6. Click on Export to download the report as a CSV file.

Understanding the Users Tab

The Users tab gives you a quick snapshot of active users and how many resumes they are formatting—without needing to generate a report.

1. Access the Settings cog icon from the left-side menu.

2. Click on the Users tab.

   

3. You can filter users by Groups, or use the Search Bar to find specific users.

   

4. The table displays key information:

   • First Name, Surname, and Email

   • Number of Uploads and the Date of Last Upload—helpful for tracking consistency

   • Group Membership (indicated by color coding) and User Role

5. This is also where you can manage users. Click here to see our article on user management.

For a quick visual guide, here is a video covering all of the possibilities mentioned above.