Business Insights - Exporting & Sharing Reports

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Export & Share

Note: This feature requires the Standard Plan or above.


With Business Insights, you'll be able to export and share your reports with other members of your team.

Once you’ve configured your report to the way you like it (date range, channels, graphed metric), you can Save Reports as Favorites by clicking on the left-hand button in the upper-right corner. This will allow you to retrieve that specific report at any time in the future with just a couple of clicks.
 



The Export & Share functionality, accessed similarly to Favorites. For Export & Share click on the middle button in the upper left corner.

This feature allows you to access the report data for use in a spreadsheet or other analytical tool, or to share a report link with another user, which will display the report exactly as you’ve configured it (date range, channels, graphed metric) when they open it in Business Insights.

The report will show exactly as you’ve configured it (date range, channels, graphed metric) when they open it in Business Insights.
 
 


Export and Share includes 3 options:

Download: download a .csv file of the data in the report.

Email: send a .csv file of the report’s data to another.

Link: copy a link that you can send to another Desk.com user which allows them to see the report as you’ve configured it.
 

Notes:

You cannot customize or select the fields to be exported,  the default report fields are all exported. However, the reports are fully customizable once you get it to a .csv file. For added reporting flexibility, you may want to consider using the Case export feature.
 

Metrics

Want to know more about the metrics covered in our Agents report? Check out our metrics glossary.