Exporting reports is a great way to view information from a preset or custom report outside of Conversica's dashboard or share it with a colleague who doesn't have access to Conversica. Here's how to download a report from Conversica.
- Login to Conversica and click Reporting.
- Select the report that you'd like to download. You can choose from one of our preset reports or select a custom report.
- Navigate to the report table and click Download CSV.
- The file will be automatically downloaded to your device in a CSV file.
Customizing the Data
When you download a report the information matches the data that is displayed in the report table. You will see the same columns, metrics, and values when the file is exported. If you'd like to see different information (i.e., report on different metrics or have data displayed over a different period of time), you'll need to create a custom report.