How to export and report on Flipdeck activity for quarterly reviews

If you’re tasked with putting together a quarterly review and Flipdeck is part of your team’s workflow, you probably don’t want to waste time wrestling with exports or piecing together clunky charts. This guide is for anyone who needs to extract real usage data from Flipdeck, make sense of it, and present it in a way that actually helps your team—not just checks a box for management.

I’ll cut through the fluff and show you how to get the data, spot the stuff that matters, and avoid common traps. Whether you’re in sales, enablement, or ops, this will help you get honest answers out of Flipdeck activity—without the headaches.

Step 1: Understand What Flipdeck Tracks (And What It Doesn’t)

Before you spend hours poking around menus, know what you can actually get out of Flipdeck. Here’s what you can expect:

Typical activity data includes: - Card views (who looked at what, and when) - Card shares (sent to clients, partners, teammates) - Engagement metrics (clicks, opens, downloads, etc.) - User-level activity (who’s active, who’s not)

But don’t expect: - Deep audience segmentation (unless your plan includes it) - Advanced funnel tracking - Fancy visual dashboards (unless you build them yourself)

Pro tip:
Flipdeck is good at showing you “who did what with which card and when.” If you’re looking for advanced marketing attribution or lead scoring, you’ll need to supplement with other tools.

Step 2: Locate and Export the Activity Data

Here’s how to actually get the raw data out. (If you can’t find these options, you might need admin permissions—ask your Flipdeck admin.)

  1. Log in and head to the Admin or Analytics section.
    The exact name depends on your Flipdeck setup, but look for “Reports,” “Analytics,” or “Admin.”

  2. Find the Export option.
    Usually, there’s either an “Export” button or a menu item labeled “Download CSV” or “Export Activity.” If you don’t see it, try these steps:

  3. Check the top navigation bar for “Reports”
  4. Look for a gear or menu icon in the Analytics area

  5. Still nothing? Search Flipdeck’s help docs for “export activity” (yes, really)

  6. Set your date range.
    For quarterly review, set the range to cover the last three months (e.g., Jan 1–Mar 31). Don’t just grab “all time” data—quarterly trends get lost in the noise.

  7. Choose your data type.
    Some exports let you select “Card Shares,” “Card Views,” or “User Activity.” If you’re unsure, start with “All Activity”—you can filter later.

  8. Download as CSV or Excel.
    Stick with CSV if you’re planning to use Excel, Google Sheets, or another spreadsheet tool. Avoid PDF exports—they’re useless for data analysis.

What if export isn’t available?
You’re not alone. Some Flipdeck plans lock down exports. If you’re stuck, try: - Taking screenshots (not ideal, but better than nothing) - Asking your Flipdeck account manager for a one-off export - Copy-pasting from the web dashboard (clunky, but works in a pinch)

Step 3: Clean and Prep Your Data

You’ve got your CSV—now what? Don’t just dump it into a deck. You need to clean it up first.

Why?
Raw exports are usually messy: extra columns, weird date formats, duplicate rows. If you hand this to your boss, they’ll tune out fast.

Cleaning steps:

  1. Open your CSV in a spreadsheet tool (Excel or Google Sheets).
  2. Delete unnecessary columns.
    Keep only what matters:
  3. Card Name/ID
  4. Action (view, share, etc.)
  5. User Name/Email
  6. Timestamp (date/time)
  7. Recipient (if available)
  8. Check for duplicates.
    Sometimes Flipdeck logs the same action twice. Use “Remove Duplicates” in Excel/Sheets.
  9. Standardize dates.
    Make sure all timestamps are in the same format. Convert to your local time zone if it helps.
  10. Label your columns clearly.
    Rename vague ones like “Field_1” to “Card Name” or “User Email.”

Pro tip:
Don’t overcomplicate this. You’re not running a data science lab—just make it readable so anyone on your team can understand what happened and when.

Step 4: Analyze What Matters (Not Just What’s Easy)

You’ve got clean data. Don’t just count total shares or views—think about what actually tells a story.

Focus on:

  • Top-performing cards:
    Which Flipdeck cards get shared or viewed the most? This hints at what’s actually useful to your team or clients.

  • User engagement:
    Who’s using Flipdeck regularly? Who’s gone dark? Spot your power users and your “I forgot my password” crowd.

  • Sharing trends:
    Are shares up or down this quarter? Did a new launch spike activity, or did things flatline?

  • Dead weight:
    Which cards never get shared or viewed? Maybe it’s time to archive or update them.

What to ignore:

  • Vanity metrics (total logins, unless usage is your goal)
  • Overly granular timestamps (nobody cares if someone viewed a card at 2:37 am)

Quick ways to get insights:

  • Pivot tables:
    In Excel or Google Sheets, create a pivot table to see shares/views by card or user.
  • Basic charts:
    Bar charts for “Top 10 Cards Shared,” line charts for activity over time.
  • Conditional formatting:
    Highlight users with zero activity.

Pro tip:
If you find yourself slicing the data 15 different ways, pause. What’s the single most useful thing you could show your team or boss? Lead with that.

Step 5: Build a Simple, Honest Report

Now—how do you present what you found? Don’t overthink it.

  1. Start with a headline takeaway.
    One or two sentences: “Card XYZ was the most shared this quarter. User engagement was up 10%.”

  2. Show the top 3–5 charts or tables.

  3. Top cards by shares/views
  4. User activity leaderboard

  5. Month-over-month or week-over-week trend line

  6. Highlight what’s working (and what’s not).
    Call out any surprising findings—cards nobody uses, sudden drops in activity, etc.

  7. Keep it visual, not verbose.
    Use screenshots of your tables/charts. Don’t paste in raw spreadsheets.

  8. Add a short “Next Steps” section.
    Suggest actions: “Archive unused cards,” “Train low-engagement users,” etc.

What to skip: - Overly polished PowerPoints (unless your audience expects it) - Glossy, vague bullet points like “We saw strategic engagement growth” (what does that even mean?)

Pro tip:
If your report can’t fit on two pages (or five slides), you’re making it too complicated.

Step 6: Share It and Gather Feedback

Don’t just email the report and call it a day.

  • Send it to the right people.
    Usually your manager, team leads, and anyone owning content on Flipdeck.
  • Ask for specific feedback.
    “Were the insights useful? Is there something else you want to see next time?”
  • Make it a conversation.
    The goal is to help the team actually use Flipdeck better—not just tick a box.

What Works, What Doesn’t, and What to Watch Out For

What works: - Keeping your analysis simple and focused. - Using Flipdeck data to highlight real wins and problem areas. - Sharing findings quickly after the quarter ends.

What doesn’t: - Waiting weeks to send a report—nobody cares by then. - Trying to impress with overcomplicated dashboards. - Reporting on everything just because you can export it.

Watch out for: - Permissions issues: some data may be locked down unless you’re an admin. - Inconsistent columns: Flipdeck updates can change export formats. - “Analysis paralysis:” Don’t chase every possible metric.

Wrapping Up: Keep It Simple, Iterate as You Go

Exporting and reporting on Flipdeck activity for your quarterly review doesn’t have to be painful or complicated. Start with the basics: get the data, clean it up, focus on what matters, and present it simply. You’ll get more value out of Flipdeck—and so will your team. If you notice something missing, tweak your process next quarter. Don’t wait for the “perfect” system—just get started and improve from there.