Export analytics data

Five ways to export or share Atender’s analytics, in increasing order of power and effort.

1. Favorites PDF export

The fastest path for sharing a polished analytics snapshot. Analytics Favorites can export a PDF that keeps your saved reporting layout together.

1. Open Analytics → Favorites.
2. Click Export PDF.
3. Download the PDF.

The PDF includes the workspace, export time, grouped sections, and each card’s own reporting window.

Both PDF exports work through your browser’s print dialog rather than a server-side render, so choose “Save as PDF” (or your PDF printer) as the destination. Nothing is queued and nothing is emailed — the file appears as soon as you confirm the dialog.

Use when you need a clean snapshot for a board deck, leadership update, recurring report, or customer-facing summary without pulling raw chart data into a spreadsheet.

2. Custom Analytics PDF export

The fastest path for sharing a single Custom Analytics report view. Custom Analytics can export the active report tab as a PDF for presentation or review.

1. Open Analytics → Custom Analytics.
2. Select the report tab you want to share.
3. Click Export PDF.
4. Choose “Save as PDF” in the print dialog and save the file.

The PDF prints the active report tab only. It includes the report name, selected date window, and export time. Tabs and controls are hidden in the print layout so the report is easier to share.

Use when you need a polished, shareable view of a Custom Analytics report without exporting the underlying chart data.

3. Drill-down CSV export

The only CSV export in Analytics. It does not export a chart’s plotted series — it exports the conversations behind a number, one row each.

1. In an analytics view, click into a metric to open its drill-down pane.
2. The pane lists the conversations that make up that figure, 50 at a time. Scroll to load as many pages as you want in the file.
3. Click Export these 50 — the button is named for how many rows it will actually write, which is what the pane has loaded, not the full total.
4. The CSV downloads immediately from your browser.

Each file opens with a header block naming the measure, its value, the window, the time zone and the filters in force, plus a Rows in this file line reading e.g. 50 of 1,202 conversations — so a partial export can never be mistaken for a complete one. The columns are Conversation, Subject, Contact, Channel, Status, Team, Opened and Value.

Use when you need to see or share which conversations drove a number — a spike, an outlier, a breach list — rather than the aggregate itself.

This file contains customer data. Subject lines and contact names are in every row. That is why the drill-down needs conversation-read permission on top of analytics access, and why it should be handled like an inbox export rather than like a chart. It is also why this export is not available on tenants without the newer analytics views.

There is no per-chart CSV. Charts on the dashboards, the Custom Report cards and the Favorites board have no CSV or Excel option — a chart leaves Atender as part of a PDF, or as the drill-down rows underneath it. If you need the aggregated series itself in a spreadsheet, that is a Data Warehouse job.

4. CSAT data export (dedicated)

CSAT has its own export flow because the schema is richer than what fits a single chart.

1. Open Settings → CSAT Surveys.
2. Click Export CSV in the page header. A small Export Survey Data popover opens.
3. Pick a Date Range: Last 7 days, Last 30 days, Last 90 days, Last year or All time. There is no custom start/end date here.
4. Click Download.

The file has one row per survey, with these columns: Survey ID, Token, Recipient Email, Recipient Phone, Recipient Name, Rating, Comment, Status, Delivery Channel, Agent Name, Conversation ID, Sent At, Opened At, Rated At, Completed At, Created At. Surveys with follow-up questions add a column per question.

Use when you want to do deeper analysis of survey responses (sentiment correlations, agent-level deep dives, multi-month trends).

5. Data Warehouse pipeline (for serious BI)

For tenants that want the full data set continuously synced into their own data warehouse (BigQuery, Snowflake, Redshift, etc.), Atender supports a configurable warehouse pipeline.

This is set up in Settings → Data Warehouse — see the dedicated Data Warehouse settings docs (separate from this article). The high-level idea:

• Atender exports your tenant’s data on a schedule (typically nightly)
• Data lands in your warehouse in a defined schema
• You build dashboards in your own BI tool against the warehouse — Looker, Tableau, Metabase, Sigma, etc.

Use when your reporting needs exceed Atender’s built-in dashboards, you need to join with non-Atender data (revenue, marketing, product), or you want a single source-of-truth BI environment across tools.

Picking which option

• Sharing a polished snapshot of saved Analytics cards — Favorites PDF export
• Sharing a polished view of one Custom Analytics report tab — Custom Analytics PDF export
• “Which conversations are behind this number?” — Drill-down CSV
• A chart’s aggregated series in a spreadsheet — Not available — use Data Warehouse
• Quarterly board reporting — Favorites PDF export, Custom Analytics PDF export, or CSAT export
• Monthly CSAT trend deck — CSAT export
• Deep agent-level analysis — CSAT export
• Joining Atender data with revenue / marketing data — Data Warehouse
• Building dashboards your team standardizes on outside Atender — Data Warehouse
• Real-time pipeline into a BI tool — Data Warehouse

PDF exports are the simplest path for shareable reporting views: use Favorites PDF export for saved reporting layouts, or Custom Analytics PDF export for the active report tab. The drill-down CSV is the right choice when the question is which conversations, not what number. Reach for the warehouse when you need the aggregates themselves, or anything the built-in exports don’t carry — which includes every chart’s underlying series.

Schema notes for CSV exports

Both CSV exports carry customer data. Treat them accordingly.

• Drill-down CSV — one row per conversation, with Conversation, Subject, Contact, Channel, Status, Team, Opened and Value. Subject lines and contact names are included. Only the rows loaded in the pane are written, and the file’s header block says how many of the total that was.
• CSAT CSV — one row per survey, including the recipient’s name, email address and phone number as well as the rating, comment and conversation ID. It is a full PII export, not a de-identified one, so it does not need joining against a contact table and should not be shared casually.

See also

• What is Analytics?
• Data Warehouse settings
• CSAT Surveys