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What is the Plan growth report?
What is the Plan growth report?

As an admin, learn more about the Plan growth report

Kelly Yoon avatar
Written by Kelly Yoon
Updated over a week ago

About this report

See the growth of the account Plans at your organization. This bar chart displays started Plans, ended Plans, and the total growth of Plans. Get more granular by filtering by date range, frequency, the primary location of the account, and the Plan template.

Interacting with the report

You can interact with the report in two ways:

1. Filter the report to get more granular data. The filters above the report allow you to customize the date range, frequency, primary location, and Plan template.

2. Hover over the report to see the exact numbers. For this report, hovering over the line chart allows you to see the exact number of Plans that started and ended at your organization, as well as the total number of growth for each given date on the x-axis.

Exporting the report

To export the report, you can click the Export button at the top right of the report and select from either an XLS file or a CSV file. Once you select an option, the report will download immediately to your computer.

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