How can data be exported from Sprinklr and Integration with other system

Updated 

Reporting exports offer a way to download the information in Sprinklr Reporting dashboards or widgets in a variety of formats. The objective of this article is to walk you through different types of export that can be performed in Sprinklr to extract the ReportingDashboard data.

You may also opt to schedule exports to automate the download of data and to schedule an email containing the exported report to other Sprinklr users or to recipients who are not Sprinklr users. For example, you can send a report of the previous week's activity to an analyst's inbox each Monday morning at 9 am.

1. Dashboard and Widget Exports:

With Sprinklr's Exports feature, exporting data from Care Reporting Dashboards to gain rapid insights has never been easier. You may download reporting data in PDF, Excel spreadsheet, PNG, or PowerPoint formats instantaneously. User can extract reporting data in both space and persona mode. Steps to perform Dashboard and widget Exports, Field descriptions and Advanced Exports are discussed in detail in the shared article - Dashboard and Widget Exports.

2. Fetching data through API Payload

By leveraging reporting data sourced from Sprinklr, you can store, centralize, and visualize data, which, in turn, helps make informed decisions. One of the most common methods for exporting data from within dashboard and widgets is through Reporting APIs.

Steps to Fetch data through API is ellaborated in the shared article - Fetching data through API Payload.

3.Scheduled Exports

Sprinklr’s Scheduled Exports allows you to set up automated as well as customizable exports of your Listening, Benchmarking, and other reporting dashboards to keep your team informed. You can easily customize your export by selecting the file format, layout, and scheduling details. The supported file formats are PDF, Excel, PNG, PPT, HTML+, and CSV. You can use Scheduled Exports to keep your team aligned and communicate objectives more efficiently.

The most important features included in Scheduled Exports are:

  • Storage Options: The two available options in the Advanced Exports screen are Default (email notification) and External Storage (FTP/SFTP/S3).

  • PDF Structure: You can combine the PDFs in case you want to get a single PDF for all sections/tabs.

  • New Cover Page: The PDF exports will have a cover page by default for branding (Brand logo) and context: title and filters which make the reports more informative & consumable. You can also disable the cover page if you do want to use it.

  • End Date Support in Schedule Details: Ability to add/update end date support for Scheduled Reports/Exports.

  • Cover Page Title: Ability to add/update the filename of the downloaded report/excel/PDF.

  • Widget Settings: You can choose to expand widgets like conversation streams, postcards, tables, etc. to 100% in order to reveal all data in the downloaded report or maintain the same widget structure in the report as in the dashboard.

Steps to set-up Scheduled Exports and its Field descriptions are discussed in detail in the shared article Scheduled Exports.