What Can Be Exported
Analytics Data
- Message volumes by date range
- Team performance metrics
- Campaign/broadcast reports
- Response time statistics
- Conversation counts
Conversation Data
- Chat transcripts (via CRM backup)
- Contact lists with labels
- Message history (via Google Sheets/Drive backup)
Team Data
- Employee activity logs
- Last sync times
- CRM connection status
- Performance rankings
Export Formats
How to Export Analytics
1
Open Analytics
Go to Workspace → Analytics
2
Set Filters
Configure your date range and any team/conversation filters
3
Click Export
Click the Export button in the top-right corner
4
Choose Format
Select CSV, PDF, or Excel
5
Download
File downloads automatically to your computer
Exporting Team Data
1
Open Dashboard
Go to Workspace → Dashboard
2
Select Team View
Ensure you’re viewing the team data you want to export
3
Click Export Team Data
Click the export button above the team table
4
Select Metrics
Choose which columns/metrics to include in the export
5
Download
File downloads with your selected data
Exporting Broadcast Reports
1
Open Broadcasts
Navigate to Workspace → Broadcasts
2
Select Campaign
Click on the campaign you want to export
3
Click Export Report
Click the export button in the campaign detail view
4
Download
Receives per-recipient delivery status and engagement data
Scheduled/Automated Exports
For regular reporting needs, consider these automation options:Use Cases
Executive Reporting
Create weekly/monthly reports for leadership with key metrics and trends
Compliance Records
Maintain audit trails for regulatory requirements (GDPR, HIPAA, etc.)
Advanced Analysis
Import into BI tools (Tableau, PowerBI, Looker) for deeper insights
Data Backup
Archive historical data for safekeeping and long-term trend analysis
Data Included in Exports
Analytics Export Fields
Team Export Fields
Broadcast Export Fields
Data Privacy Considerations
GDPR Compliance
If operating in the EU or handling EU citizen data:- Document your lawful basis for data processing
- Honor data subject access requests (DSARs)
- Maintain records of processing activities
- Implement appropriate security measures
Data Retention
Best Practices
Export regularly
Export regularly
Set a schedule (weekly/monthly) for regular exports. Consistent data collection enables better trend analysis.
Standardize naming
Standardize naming
Use consistent file naming:
eazybe_analytics_YYYY-MM-DD.csv for easy organization and retrieval.Validate data
Validate data
Spot-check exported data against the dashboard to ensure accuracy. Flag discrepancies immediately.
Document your process
Document your process
Maintain documentation of what you export, when, and why—especially for compliance purposes.