FAQs: Data Exporting & Reporting

FAQs: Data Exporting & Reporting

Can I export data and reports generated by the tool?

Yes, you can export the data and reports in PDF, CSV, JPEG, and Excel file formats.

How can I export data and reports generated by the tool? 

Here is a step by process to export charts and dashboard data:
  1. Step 1: To export charts or dashboard data, click the "More Options" button (represented by three dots) located in the top-right corner of the chart
  2. Step 2: Select your preferred download format. 
  3. Step 3: To export specific results or posts, go to the "Results" section from the main menu and click the download icon below it.
  4. Step 4: Find the option to either "Download All" or "Download Selected" (after selecting specific items). 
  5. Step 5: The exported files will be available in desired format

Are there report templates available?

Yes, there are report templates available.

How do I schedule automated report generation?

You can automate report generation by using the Newsletter feature. Look for scheduling options within the report configuration settings. This might be labeled as "Schedule," "Automation," or similar.
  1. Set Recurrence: Specify the recurrence pattern for the automated report generation. Common options include daily, weekly, monthly, or custom intervals. Choose the frequency that aligns with your reporting needs.
  2. Define Time and Date: Set the specific time and date when you want the report to be generated automatically. Ensure that this timing aligns with when you need the latest data available in the report.
  3. Choose Delivery Method: Select the delivery method for the automated report. This could include options such as email, download link, integration with external platforms, or saving the report to a specified location.
  4. Configure Email Recipients (If Applicable): If you choose email as the delivery method, configure the email recipients who should receive the automated reports. Ensure that the email addresses are accurate and up to date.
  5. Save and Publish: Save your automated report configuration, and activate the scheduling feature. This step might involve clicking a "Save and Publish" button within the tool's interface.

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