Export a report
Download a report as a spreadsheet or a PDF.
You can download Chat Analytics, Agent Performance, AI Effectiveness and Call Analytics.
Before you start
Every planNeeds: Analytics: Export
- Open the report and pick the Date range.
- Click the download button at the top and choose Export as CSV for a spreadsheet, or Export as PDF for a summary to share.
The file downloads straight away. It has one row per day, or per teammate or AI agent, plus a total.
Overview, CSAT and Conversation Topics can’t be exported.