Export Options in Social Reporting

Updated 

3 months ago

Reporting Export offers a way to download the information from your Reporting dashboards or widgets in a variety of formats. You may download the reporting data in PDF, Excel spreadsheet, or PNG formats. 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.

To Export Reporting Dashboards

1. Click the New Tab icon. Under the Sprinklr Social tab, select Reporting under Analyze.

2. On the Reporting Home, select the desired custom dashboard you want to export. You can also access your dashboards from the Dashboard Switcher icon alongside the dashboard name.

3. Click the Options icon in the top right corner of the Reporting Dashboard, and select Export.
Clicking Export to Export an Ads Reporting Dashboard4. On the Export Dashboard pop-up, you can either use Sectional Export or Advanced Export option to export your dashboard. Click one of the below options for detailed information:

  • Sectional Export

  • Advanced Export

To Perform Sectional Export

1. On the Export pop-up window, Select the Dashboard Sections to Export from the given options.
Section Wise Exporting Dashboard

2. Under Export Type, select the file format you want to export. Note that the PDF format is preselected. You can select from the following options:

  • PDF - For this file format, you can select the PDF Layout (Portrait or Landscape) and Number of PDFs (One PDF per tab or Single PDF for all tabs).

  • EXCEL - For this file format, you can select the Excel Structure (Every widget in a separate sheet or All widgets in a single sheet).

  • PNG

  • PPT

  • CSV

Note
You can export your reports in an Excel format with a limit of 100,000 rows.

3. Click Export in the bottom-right corner.

To Perform Advanced Export

1. On the Export pop-up window, click View Advance & Scheduled Export Settings.
Selecting Advanced Export Option

2. On the Export Dashboard window, you can customize your export by selecting the export type, layout, and scheduling details. For more information, see Advanced Export Dashboard — Field Descriptions.
Advanced Export Window

3. Click Export in the bottom right corner.

Advanced Export Dashboard — Field Descriptions

Term
Description
Dashboard Details
Dashboard

Name of the dashboard you are exporting.

Date Range

Select the date range of the data you want to export.

Exclude today's data

Enable to adjust the time frame to exclude today’s data. By default, this option will be disabled.

Note

If you change the date after enabling this option, then we will reset to default, i.e. it will be disabled.

​

Filters

  • Apply dashboard filters - Select to export dashboard with already applied filters.

  • Apply new set of filters - Select to apply the desired filters to the dashboard you are exporting.

Select the Dashboard Sections to Export

Select the Dashboard Section(s) you wish to export.

How to Export

Add Image

Add an image for the cover page of your exported file. You can preview the changes on the right.

Export Cover: Toggle to enable/disable the export of your dashboard cover.

Export Type

Select export as Excel, PDF, PNG, and/or CSV format.

  • When you select Excel, you will have an option to export Every Widget in separate Excel Sheets or export All widgets in a single Excel Sheet. You can select HTML or None as Email Embed Format.

  • When you select PDF, you will have an option to select the orientation (Portrait or Landscape).

  • When you select PNG, you will have an option to select HTML or PNG as Email Embed Format.

  • When you select PPT, you will be able to export your dashboard in PPT format.

  • When you select CSV, you will be able to export your dashboard in the CSV format.

Note

You can export your reports in an Excel format with a limit of 100,000 rows.

Export Name

Choose title on the cover of Exported File and of the Scheduled report.

Format Your Export

Select the format of your export file as desired.

Widget View in Export

Set the widget view for your export file. It ensures that all the data points fit in the exported file and provides an uninterrupted view of the available data. You can select from:

  • Default View - Default Data Points on Y/X axis

  • Expanded View - All Data Points on Y/X axis

Widget View only applies to widgets with a Range Slider on either the Y or X-axis for PDF, PPT, or PNG file formats.

Storage options

Select a storage option for your export file:

  • Default

  • External Storage

    • FTP/SFTP

    • S3

For information on setup, see Store Sprinklr Exports in Non-Sprinklr Environment.

What to Export
Amount of Data

Define the volume of data in the widget and customize data labels. This is pre-selected.

Data Labels

Select from the following:

  • As on Dashboard - Show data labels that are visible on the dashboard.

  • Hide for All Widgets - Exclude data labels on the dashboard that are shown in the tooltip.

  • Show for All Widgets - Include data labels that are not visible on the dashboard but are shown on the tooltip.

When to Export (schedule)

Tags

Enter your export tag(s).

Schedule
Select the schedule for your export. You can select from the following options:

  • Download Immediately

  • Minutes

  • Hourly

  • Daily (Include Weekend)

  • Daily (Exclude Weekend)

  • Weekly

  • Monthly

Add End Date

Provide an end date.

Recipients

Select from:

  • Select Users/User Groups within Sprinklr.

  • Add Email address for external users.

Note:

You can schedule the exports of your reporting widgets and/or dashboards via Email containing PDF files.

Send me a copy of export

Toggle to send yourself a copy of the exported file.

Subject

Enter your email subject.

Sender

Enter the sender of the email.

Reply to

Enter the email address the replies should be sent to.

Email Footer Note

Enter a note. This will be included as an email footer in the export.

Contextual Data

Toggle to only send user's respective Locations data in exports from the dashboard (personalized rendering).

Scheduling Status

Toggle to enable or disable the scheduled export.

To Schedule an Export in Settings

1. Click the New Tab icon. Under the Spinklr Social tab, select Reporting within Analyze.

2. On the Reporting Home, click the Options icon in the top-right corner and select Scheduled Exports.
Select Scheduled Export from Ads Reporting Home
If you are on a Reporting Dashboard, click the Options icon in the top-right corner and scroll down to Settings. Hover over Settings and select Scheduled Exports.
Select Scheduled Export from Ads Reporting Dashboard Settings

3. On the Scheduled Exports window, click Add Scheduled Export in the top right corner.

4. On the Export Dashboard window, scroll down to select When to Export (schedule) section and fill in the given details. For more information, see When to Export (schedule).
Filling in Details for Scheduling Exports

5. Click Export in the bottom right corner.

To Manage Scheduled Exports

On the Scheduled Exports window, hover over the desired scheduled export Options icon. For more details, see Scheduled Exports — Field Descriptions.
Viewing the Scheduled Exports Options Icon within Ads Reporting

Scheduled Exports — Field Descriptions

Term
Description
Edit

Edit the scheduled type, recipients, etc.

Clone

Clone the scheduled export. It is useful for making the same export set up for several dashboards.

Trigger

Trigger your scheduled export. It helps the report to be exported immediately.

Delete

Delete the scheduled export. However, it is recommended to disable it.

Status
Toggle to enable or disable the scheduled export.

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