Download the clients report
Last updated 13 October 2026
The clients report is a spreadsheet (CSV file) with a row for every journey you've sent: who it went to, who sent it, how far the client got, and what happened. Use it for management reports, or to see each system user's activity.
Download it
Go to Analytics and press Client report (4) at the top right. The file downloads to your computer.
The report always covers every journey in your account. The filters on the Analytics page don't change it.
What's in it
| Column | What it shows |
|---|---|
| Client first name, surname and email | Who the journey was sent to. |
| Journey creator first name, surname and email | The system user who sent it. |
| Box set | What was sent. |
| Status, source, created | Where the journey is now, how the client joined, and when. |
| First login, logins, last login | How often the client has signed in. |
| Progress, completed, time to complete | How far they got, when they finished, and how long it took. |
| Questions | Questions the client asked along the way. |
| Outcome and outcome note | The outcome you set, if any. See Set a client journey outcome. |
| Tags | The client's tags. |
| Next steps | The Next steps buttons the client clicked. |