Exporting Data

Video Guide:

Written Guide:

Exporting Report Data

If you would like to export your data, you can do so by clicking here when you are viewing a report, then choosing to to download the report to a CSV file or upload it to Google Sheets:

To upload to Google Sheets, please ensure you have integrated with your Google account first inside your integration settings HERE.

Then you can select what data to export from the report before downloading.

On top of exporting a normal report, you can also export reports that are grouped by time period instead of by source so you can easily view data and compare over long periods of time. To do this simply select the time period you’d like to group by in the advanced settings when generating a report:

Then you can export the report exactly as shown above.

You can also load a specific set of sales or select “sales data” to view all sales from a report in order to export a list of leads or sales rather than a whole report:

 

How is the Data Exported?

You can either download reports to a local CSV file or upload to Google Sheets. To export to Google Sheets, please integrate first HERE.

On top of this, we also allow you to export attribution data using the API providing you have developer support. Please see HERE for our API information.

What Data Can I Export?

Please note that you can ONLY export report data at this time. You can NOT export deep mode data, such as data on individual leads.


Scheduling a report to be exported to Google Sheets

Want to automate the process of exporting reports to your Google Sheets account? Now you can do so with Schedule reports. Follow the steps below to make it happen.

Within a report, select the “Export report” button:

Then select the Sheet account where you want to upload the reports, afterward click on the “Schedule upload to Google” button.

Here you have the following filters to send the exported data 

  • Daily/Hourly/Weekly/Monthly. 
  • Every X days or Every week day.
  • Select the time to send the export data.

Next, we have two options to export data:

Option A – With this option a report is created for the last X days before the day the report is run.

Option B – This option creates a report starting from a fixed date to the day before the report is run. 

  • Option A

You need to select “Last days before current date” and Report length. Once you’re done click Schedule upload. 

  • Option B 

You need to select “From start date until yesterday” and select the start date. Once you’re done click Schedule upload. 

Once you have finished scheduling a data export, it can be viewed right under the Scheduled Reports tab: