How do I export data in reports?

How do I export data in reports?

Once you How do I create an Insights report? you can export the report to see all of the detailed data in a CSV file. 

Note

Snapshot reports do not provide detailed data exports. Snapshot reports include Storage, Asset Count, and User count.

You can export Portal page views reports using the same steps as other report types. The exported CSV will include portal-specific data fields. 

If you need to separate portal activity from embed activity in an Embed views report export, filter the report by Source before exporting. 

For supported filters by report type, see What filters can I apply in Insights reports?

1. Create a new report, or select an existing report.
2. To see a preview of that data, scroll to the section called Report data and click Details. Note that you might not see all columns and data in the preview. 
3. At the top of the page, click Export.
 

Once you How do I create an Insights report? you can export the report to see all of the detailed data in a CSV file. 

You can export Portal page views reports using the same steps as other report types. The exported CSV will include portal-specific data fields. 

If you need to separate portal activity from embed activity in an Embed views report export, filter the report by Source before exporting. 

For supported filters by report type, see What filters can I apply in Insights reports?

1. Create a new report, or select an existing report.
2. To see a preview of that data, scroll to the section called Report data and click Details. Note that you might not see all columns and data in the preview. 
3. At the top of the page, click Export.
 

The system displays the export history table, which shows information including who exported the report and export status. The export file must be processed.

4. Click the download icon.

Once the CSV file has downloaded to your computer, open it in Microsoft Excel or another spreadsheet program.

The file includes detailed information, such as:

• Asset groups
• Asset name
• Browser
• City
• Collection name
• Conversion name
• Country
• Date
• Download method
• Embed creator email
• Embed creator name
• Expiration date
• File format
• File type
• Intended use
• Login type
• Number of search results
• Operating system
• Order number
• Output file format
• Referrer
• Search category
• Search name
• Search term
• Search type
• Source

For Portal page views reports, the CSV includes

• Portal name
• Portal URL
• Portal access code email (or the email used to access a portal with an access code)
• Date of view
• Number of views

You can group or filter this data in your spreadsheet program to identify top-performing portals over a selected period.

Portals details in Insights exports

If you have the Portals app enabled on your site, your CSV file could include:

• Portal name
• Portal URL

• Portal access code email (or the email used to access a portal with an access code)

  For Portal page views reports, these fields will be included for each portal view event. This allows you to analyze portal traffic across all your portals for up to 3 years of data.

For Collection share reports, the CSV includes:

• Shared by
• Name
• Recipient
• Date
• Collection name
• Name of assets shared
• City
• State/Region
• Country
• Browser
• Operating system

Export delays

For embedded view exports, if an export will take longer than 10 hours to process, you see a note in the export history, along with a failed status. To receive an export faster, we recommend that you limit the data set. To do this, you can apply filters or use a shorter date range.

Export size limits:
Based on recent testing, exports may fail if the amount of data exceeds 15 million rows. If your export fails, it could be because the data collected is too large.

To resolve this:

• Split up the report into smaller segments.
• Apply additional filters (such as specific assets, users, or categories).
• Decrease the time frame of the report.

This can help ensure your export completes successfully.

Expired exports

The report export remains active in the Export history table for 14 days. After that, the status changes to Expired, and it can no longer be downloaded.

The system displays the export history table, which shows information including who exported the report and export status. The export file must be processed.

4. Click the download icon.

Once the CSV file has downloaded to your computer, open it in Microsoft Excel or another spreadsheet program.

The file includes detailed information, such as:

• Asset groups
• Asset name
• Browser
• City
• Collection name
• Conversion name
• Country
• Date
• Download method
• Embed creator email
• Embed creator name
• Expiration date
• File format
• File type
• Intended use
• Login type
• Number of search results
• Operating system
• Order number
• Output file format
• Referrer
• Search category
• Search name
• Search term
• Search type
• Source
• State/region
• Upload profile
• User email and name
• User role

For Portal page views reports, the CSV includes

• Portal name
• Portal URL
• Portal access code email (or the email used to access a portal with an access code)
• Date of view
• Number of views

You can group or filter this data in your spreadsheet program to identify top-performing portals over a selected period.

Portals details in Insights exports

If you have the Portals app enabled on your site, your CSV file could include:

• Portal name
• Portal URL

• Portal access code email (or the email used to access a portal with an access code)

  For Portal page views reports, these fields will be included for each portal view event. This allows you to analyze portal traffic across all your portals for up to 3 years of data.

For Collection share reports, the CSV includes:

• Shared by
• Name
• Recipient
• Date
• Collection name
• Name of assets shared
• City
• State/Region
• Country
• Browser
• Operating system

Export delays

For embedded view exports, if an export will take longer than 10 hours to process, you see a note in the export history, along with a failed status. To receive an export faster, we recommend that you limit the data set. To do this, you can apply filters or use a shorter date range.

Export size limits:
Based on recent testing, exports may fail if the amount of data exceeds 15 million rows. If your export fails, it could be because the data collected is too large.

To resolve this:

• Split up the report into smaller segments.
• Apply additional filters (such as specific assets, users, or categories).
• Decrease the time frame of the report.

This can help ensure your export completes successfully.

Expired exports

The report export remains active in the Export history table for 14 days. After that, the status changes to Expired, and it can no longer be downloaded.