The Routine Details Report exports routine session data into an Excel workbook so teams can review who completed routines, how many tasks were involved, completion timing, photo attachment status, related goal counts, and routine tags in one place.
⚙️ How It Works
Go to Reporting and open the Routine Reports tab.
Choose Routine Details.
Select a Date Range based on routine session start or completion date.
Generate the report to download an Excel workbook.
The export contains one worksheet named Routine Sessions. Each row in the worksheet represents one routine session.
✅ Benefits
Review routine participation clearly by seeing which person completed each routine session.
Compare task progress with both total task count and completed task count in the same export.
Understand timing with start time, completion time, and time taken included for each session.
Audit supporting context through photo attachment status, goal counts, and routine tags.
📊 Columns Included
Name
The participant name attached to the routine session.Email
The participant email address attached to the routine session.Routine
The name of the routine tied to the session.Task Count
The total number of tasks in the routine.Completed Task Count
The number of tasks marked complete in that session.Started At
The date and time the routine session started.Completed At
The date and time the routine session was completed, if it was completed.Time Taken
The amount of time between the session start and completion. If the session was not completed, this value is 0.Photo Attached
Shows Yes if a photo is attached to the routine session and No if not.Goals
The number of unique goals connected to the routine through its waypoints.Tags
The tags assigned to the routine. Multiple tags are listed together.
💡 Best Practices
Use a focused date range when you want to review routine activity for a specific period.
Sort by Completed At or Time Taken in Excel when you want to identify patterns in completion timing.
Review the Photo Attached column when you need to confirm which sessions include visual documentation.
Use the Goals and Tags columns to understand how routines connect to broader outcomes and organization strategies.
❓ FAQs
What file type does this report export?
The Routine Details Report exports as an Excel workbook (.xlsx).
What does each row in the report represent?
Each row represents one routine session.
What worksheet name is used in the workbook?
The workbook includes a worksheet named Routine Sessions.
What does the Time Taken column show?
It shows the elapsed time between when a routine session started and when it was completed. If the session was not completed, the value is 0.
How is photo status shown in the export?
The Photo Attached column shows Yes when a photo is attached to the session and No when it is not.
Related Articles
Reporting
Routines