Waybook allows you to export various content and insights, providing a convenient way to share or store important information outside the platform. Whether you need a printable version for team discussions, an offline backup, or insights as a CSV for deeper analysis, exporting is a simple process.
Standard Document Exports
All Waybook users can export their documents as PDFs. This feature is ideal for:
Sharing specific policies or procedures with external stakeholders.
Printing documents for training sessions or onboarding materials.
Archiving important documentation for offline reference.
That said, the magic of Waybook is having your content always accessible and up to date, ensuring your team works from the latest version of your processes, policies, and SOPs. While PDFs are great for specific use cases, they can quickly become outdated and lose the flexibility Waybook provides.
Exporting Historic Versions (Pro Users)
Pro users can also export historic versions of documents, making it easy to:
Track changes and maintain an audit trail for compliance purposes.
Compare document updates over time to review improvements or adjustments.
Simply navigate to the Version History of a document, select the desired version, and export it as a PDF.
Exporting Reports
Reports in Waybook are designed to help you analyze and act on your team’s progress and content engagement. You can export:
Specific Reports from the Report Builder: Choose the data you need and export it as a CSV.
Content Insights: Gain a clear view of document engagement and export the data for further analysis.
Member Insights: Track your team's activity and export their progress as a CSV.
Creator Insights: See which team members are contributing to your Waybook and export those metrics.
Exporting the Progress Matrix
The Progress Matrix is a valuable tool for tracking team completion rates. You can export the matrix as an Excel file for:
Detailed analysis of team progress.
Sharing progress data with other stakeholders.
Preparing custom reports or presentations.
Need to Export More?
If you need to export larger sets of information, such as:
Subjects: Export an entire subject, including all related documents and steps.
Your Entire Waybook: Export all your content for auditing or extensive reporting purposes.
Please reach out to our Support Team, and we’ll handle the export process for you.