Reels - General Option

Publish or unpublish Reels for specific users and view reports related to Reel activity.

Publishing Reels

Publish a Reel to specific users or recipients based on users, groups, job levels, job roles, roles, or uploaded Excel data.

1. Go to Menu and select Reels.
2. Locate the Reel you want to publish.
3. Under the ACTIONS column, click the three dots and select General.
4. On the Publish page, select the required recipients under Users, Groups, Job Levels, Job Roles, Role, or By Excel.
   • Users: Select one or more users.
   • Groups: Select one or more groups.
   • Job Levels: Select one or more job levels.
   • Job Roles: Select one or more job roles.
   • Role: Select one or more roles.
5. To add recipients using Excel, under By Excel, click Download Sample Format.
6. The Excel template is downloaded in .XLS, .XLSM, or .XLSX format.
7. Enter the required recipient details in the Excel file and save it.
8. Click Choose File and select the completed Excel file to upload it.
9. To refine the recipient list, use the available filters.

   To learn more about filtering users, see Filters in Reels.

10. To publish the Reel to all users, enable All Users.
11. To publish the Reel to all users matching the applied filters, click Publish All Filtered Users, and then click Publish.
12. A success message appears, confirming that the Reel has been published successfully.

Unpublishing Reels

Unpublish a Reel from specific users or recipients to whom it has previously been published.

1. Go to Menu and select Reels.
2. Locate the Reel you want to unpublish.
3. Under the ACTIONS column, click the three dots and select General.
4. On the Unpublish page, select the required recipients under Users, Groups, Job Levels, Job Roles, Role, or By Excel.
   • Users: Displays users to whom the Reel has been published.
   • Groups: Displays groups to which the Reel has been published.
   • Job Levels: Displays job levels to which the Reel has been published.
   • Job Roles: Displays job roles to which the Reel has been published.
   • Role: Displays roles to which the Reel has been published.
5. To unpublish the Reel using Excel, under By Excel, click Download Sample Format.
6. Enter the required details in the Excel file and save it.
7. Click Choose File and select the completed Excel file to upload it.
8. To refine the recipient list, use the available filters.

   To learn more about filtering users, see Filters in Reels.

9. To select all users matching the applied filters, enable Unpublish All Filtered Users.
10. To unpublish the Reel from the selected users, click Unpublish.
11. To unpublish the Reel from all assigned users, click Unpublish All.
12. In the Please take a moment... confirmation pop-up, click Yes.
13. A success message appears, confirming that the Reel has been unpublished successfully.

Reels Reports

View Reel activity and download reports based on the available performance and engagement data.

1. Go to Menu and select Reels.
2. Locate the relevant Reel.
3. Under the ACTIONS column, click the three dots and select General.
4. Navigate to the Reports tab.
5. Use the available Filters to refine the report data based on fields such as Assigned On, Viewed Date, Liked, and Reporting Manager.

Filters

Use AND and OR filters to refine the report results.

• AND: Displays records that meet all selected conditions.
• OR: Displays records that meet at least one selected condition.
• AND + OR: Combines conditions to create more specific filter criteria.

For example, Assigned On = "01 Jan 2025" AND Liked = "Yes" displays records that meet both conditions.

You can also combine conditions, such as Liked = "Yes" OR Liked = "No" AND Reporting Manager = "David", to display records matching the specified criteria.

6. After selecting the required filters, click Apply.

Export

Download filtered or complete Reel report data in .XLSX format.

1. Click Export.
2. In the Download Report pop-up, click Download New Report.
3. Enter a File Name for the report.
4. To include suspended users, select the Include Suspended Users checkbox. This option is optional.
5. Click Download.
6. The newly generated report appears in the downloaded reports list.
7. Click the Export icon to download the report.
8. The report is downloaded in .XLSX format.

Delete a Report

1. In the downloaded reports list, click the Bin icon for the report you want to delete.
2. In the Please take a moment... confirmation pop-up, click Yes.
3. A success message appears, confirming that the report has been deleted successfully.

Related Topics

• Reels
• Uploading Reels
• Editing Reels
• Previewing Reels
• Deleting Reels