Export analytics data

Three ways to get data out of Atender’s analytics, in increasing order of power and effort.

1. Per-chart CSV export

The fastest path. Every chart in Analytics has an export option.

1. Open the chart.
2. Click the chart’s menu (typically a ⋮ icon or Export button in the corner).
3. Select Export as CSV.
4. The file downloads with the data the chart is showing — same filtered slice, same dimensions, same date range.

Use when you need a specific chart’s underlying data for a board slide, a one-off email to leadership, or a quick look in Excel.

2. 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.
3. Pick a date range — preset (7 / 30 / 90 days) or custom.
4. Download the CSV. Includes per-response: rating, NPS score, open-text response, timestamp, channel, conversation ID, agent, contact, language.

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

3. 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

• One-off “I need this number for a slide” — Per-chart CSV
• Quarterly board reporting — Per-chart CSV or CSAT export
• Monthly CSAT trend deck — CSAT export
• Deep agent-level analysis — CSAT export + per-chart CSV
• 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

The first option is enough for ~80% of needs. Reach for warehouse only when the pre-built dashboards and CSV exports genuinely don’t cut it.

Schema notes for CSV exports

Per-chart CSVs include the dimensions and measures shown in the chart, plus a date column. They don’t include conversation IDs, contact PII, or any data not visualized — they’re the chart’s data, not a raw table dump.

CSAT exports include conversation ID and contact ID for cross-referencing but do not include full contact details. For full PII (name, email), join in your warehouse against the contact table.