Report downloads and email sharing
Download or email report results as CSV or Excel, with the selected columns, filters and metric legend.
What it is
Share Report lets you download standard report results or email them to yourself. Choose CSV or Excel output. The output carries report context, including filters and column descriptions, so you can interpret it outside INSIDE.
Who uses it and why
- Operators share or retain results they can access.
- Supervisors review activity in a spreadsheet and distribute findings through their usual process.
- Administrators check the reporting scope and account used for an export.
- Developers use downloaded data when checking recorded integration activity.
Where to find it
Open and run a report in Reports, then select Share Report. The menu offers Download CSV, Download Excel, Email CSV and Email Excel.
Service Overview › WFM and Service Overview › Missed Opportunities have separate Export to Excel and Export to PDF controls. The dashboard's Export to Excel control downloads CSV.
How it works
- Choose the website, report and filters, then select Apply Filters.
- Check the visible columns and their order.
- Open Share Report and choose a download or email format.
- If prompted, enter the six-digit code sent to your registered email. Select Verify & Download or Verify & Email.
- Save the downloaded file or check your account's email inbox for the attachment.
Email actions send the report to the logged-in operator's account email address. They do not open a recipient list.
Standard output includes the report title, filter information, selected columns and results. Totals, averages and a Report Legend are included where the report supplies them. Standard paged reports are exported through successive result pages, rather than only copying the currently displayed page.
Configure it
Choose filters and columns before exporting. These selections determine the report requested for the output.
Check your account email at Settings › Account › My Account if verification or report emails are going to an unexpected address. Ask someone with the Settings or Manager role to change the address at Settings › Account › Operators if needed.
Use Email CSV or Email Excel whenever you need an on-demand email. This workflow does not set up recurring delivery.
Permissions
| Permission | Lets you |
|---|---|
| Reports | Access the reporting workspace and its available sharing actions. |
Limits and good to know
- A disabled sharing action requires report results before it can proceed.
- Repeated incorrect verification codes can lock exports temporarily. Follow the message shown by INSIDE.
- Excel cells longer than 32,767 characters continue on extra rows. Other values appear on the first row, with blank cells beside the continuation text. Physical worksheet rows can therefore exceed the number of records.
- The report row selector's All choice is not an overall export limit.
- PDF support is specific to certain screens, including the WFM and Missed Opportunities dashboards and survey results. The standard Share Report menu offers CSV and Excel.
- QA printing is a separate workflow. Print Report is not an available standard sharing action in this release.
Depends on and works with
View all connections as a list
This feature uses
- Website and regional settingsConfigured by
Regional formats affect displayed dates, times, numbers and currencies.
- Operator accountsConfigured by
The operator account email address receives report emails and export verification codes.
- Roles and permissionsConfigured by
Reporting access depends on account roles.
- Report selection and filtersRequires
Provides the report results and filters to export.
- Favourite reports and column selectionConfigured by
Selected columns and their order are supplied to the export.
- Operator LogRelated
Operator Log records report exports and export verification failures for later review.
- Email verification for protected exportsRequires
Protected report exports require verification through the operator email address when prompted.
Used by
- Report selection and filtersEnhances
Report sharing provides downloads and emailed results.
- Social messaging and SMS reportsEnhances
Report results can be downloaded or emailed.
- Event, link and Virtual Assistant reportsEnhances
Standard report results support downloads and email.
- Missed opportunity estimates and reportsEnhances
Report and dashboard downloads support further review and sharing of the selected estimates.
- Service Overview dashboardEnhances
WFM and Missed Opportunities have dashboard-specific exports.
- Favourite reports and column selectionEnhances
Exports use the selected report columns and order.
- Operator LogEnhances
Downloads and email support further review of log details.
- Email verification for protected exportsRelated
Report downloads and email sharing use a separate report-verification category.
FAQ and troubleshooting
Can I email the report directly to another person?
Email CSV and Email Excel send it to your own account email. Download the file or forward the received report using your normal sharing process.
Why am I being asked for a code?
Export verification checks your registered email before releasing the report. Enter the code from the email in the verification prompt.
Why are there more spreadsheet rows than reported records?
Long text can span continuation rows. Totals, averages and the legend also add rows outside the data records.
Why did Export to Excel produce a CSV file?
The dashboard-specific Export to Excel control produces CSV. Standard Reports › Share Report › Download Excel produces an Excel workbook.
Can I schedule this report to arrive every week?
The documented sharing workflow sends email on demand. Ask Powerfront about any separate delivery arrangement for your account.