> ## Documentation Index
> Fetch the complete documentation index at: https://help.eazybe.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Export Data

> Download your analytics and conversation data for reporting and compliance

Eazybe allows you to export analytics and conversation data for external reporting, compliance requirements, or deeper analysis in your preferred tools.

## 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

| Format            | Best For                                        | File Size |
| ----------------- | ----------------------------------------------- | --------- |
| **CSV**           | Spreadsheet analysis, data processing, BI tools | Small     |
| **PDF**           | Reports, presentations, compliance records      | Medium    |
| **Excel (.xlsx)** | Advanced analysis, pivot tables, charts         | Medium    |

## How to Export Analytics

<Steps>
  <Step title="Open Analytics">
    Go to **Workspace** → **Analytics**
  </Step>

  <Step title="Set Filters">
    Configure your date range and any team/conversation filters
  </Step>

  <Step title="Click Export">
    Click the **Export** button in the top-right corner
  </Step>

  <Step title="Choose Format">
    Select CSV, PDF, or Excel
  </Step>

  <Step title="Download">
    File downloads automatically to your computer
  </Step>
</Steps>

## Exporting Team Data

<Steps>
  <Step title="Open Dashboard">
    Go to **Workspace** → **Dashboard**
  </Step>

  <Step title="Select Team View">
    Ensure you're viewing the team data you want to export
  </Step>

  <Step title="Click Export Team Data">
    Click the export button above the team table
  </Step>

  <Step title="Select Metrics">
    Choose which columns/metrics to include in the export
  </Step>

  <Step title="Download">
    File downloads with your selected data
  </Step>
</Steps>

## Exporting Broadcast Reports

<Steps>
  <Step title="Open Broadcasts">
    Navigate to **Workspace** → **Broadcasts**
  </Step>

  <Step title="Select Campaign">
    Click on the campaign you want to export
  </Step>

  <Step title="Click Export Report">
    Click the export button in the campaign detail view
  </Step>

  <Step title="Download">
    Receives per-recipient delivery status and engagement data
  </Step>
</Steps>

## Scheduled/Automated Exports

For regular reporting needs, consider these automation options:

| Method            | How                           | Best For                      |
| ----------------- | ----------------------------- | ----------------------------- |
| **CRM Sync**      | Connect to HubSpot/Salesforce | Real-time data in CRM reports |
| **Google Sheets** | Enable Sheets backup          | Live data in spreadsheets     |
| **Webhook**       | Configure webhooks            | Custom integrations, BI tools |
| **API**           | Use Eazybe API                | Programmatic data access      |

## Use Cases

<CardGroup cols={2}>
  <Card title="Executive Reporting" icon="presentation-screen">
    Create weekly/monthly reports for leadership with key metrics and trends
  </Card>

  <Card title="Compliance Records" icon="scale-balanced">
    Maintain audit trails for regulatory requirements (GDPR, HIPAA, etc.)
  </Card>

  <Card title="Advanced Analysis" icon="chart-mixed">
    Import into BI tools (Tableau, PowerBI, Looker) for deeper insights
  </Card>

  <Card title="Data Backup" icon="cloud-arrow-down">
    Archive historical data for safekeeping and long-term trend analysis
  </Card>
</CardGroup>

## Data Included in Exports

### Analytics Export Fields

| Field                  | Description                     |
| ---------------------- | ------------------------------- |
| `date`                 | Date of the data point          |
| `employee_name`        | Team member name                |
| `employee_email`       | Team member email               |
| `messages_sent`        | Outbound message count          |
| `messages_received`    | Inbound message count           |
| `conversations`        | Active conversation count       |
| `avg_response_time`    | Average response time (seconds) |
| `follow_ups_completed` | Follow-up messages sent         |

### Team Export Fields

| Field         | Description             |
| ------------- | ----------------------- |
| `name`        | Employee name           |
| `email`       | Employee email          |
| `phone`       | WhatsApp number         |
| `last_active` | Last activity timestamp |
| `last_sync`   | Last chat sync time     |
| `crm_status`  | CRM integration status  |
| `role`        | Admin/Member            |

### Broadcast Export Fields

| Field             | Description                 |
| ----------------- | --------------------------- |
| `recipient_phone` | Recipient's phone number    |
| `recipient_name`  | Recipient's name (if known) |
| `status`          | Sent/Delivered/Read/Failed  |
| `timestamp`       | When message was sent       |
| `failure_reason`  | If failed, why              |
| `response`        | Whether recipient replied   |

## Data Privacy Considerations

<Warning>
  Exported data may contain personal information. Handle exports responsibly:

  * **Limit access** — Only share with those who need it
  * **Store securely** — Use encryption for sensitive exports
  * **Delete when done** — Remove exports when no longer needed
  * **Anonymize** — Remove PII when possible for analysis
  * **Audit trail** — Track who exports what and when
</Warning>

### 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

| Data Type         | Recommended Retention | Notes                  |
| ----------------- | --------------------- | ---------------------- |
| Analytics         | 2 years               | For trend analysis     |
| Broadcast reports | 1 year                | Compliance records     |
| Message content   | Per your policy       | Via CRM/backup         |
| Team activity     | 1 year                | HR/performance records |

## Best Practices

<AccordionGroup>
  <Accordion title="Export regularly">
    Set a schedule (weekly/monthly) for regular exports. Consistent data collection enables better trend analysis.
  </Accordion>

  <Accordion title="Standardize naming">
    Use consistent file naming: `eazybe_analytics_YYYY-MM-DD.csv` for easy organization and retrieval.
  </Accordion>

  <Accordion title="Validate data">
    Spot-check exported data against the dashboard to ensure accuracy. Flag discrepancies immediately.
  </Accordion>

  <Accordion title="Document your process">
    Maintain documentation of what you export, when, and why—especially for compliance purposes.
  </Accordion>
</AccordionGroup>