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Export

Available for plans:
Standard - Free,
Standard,
Premium,
Enterprise and
Ultimate.
A CRM Analytics license is required to view and access CRM Analytics assets in Unified Analytics.

You can download images and filtered data from lens explorations and dashboard widgets.

Click the Share icon. You can share the entire dashboard by clicking the Share icon at the dashboard level, or select the arrow on a specific component and click Share.

crm analytics share icon

share table

In the Share dialog, select the Download tab.

download tab

Download formats include image (.png), Microsoft® Excel® (.xls), and comma-separated values (.csv) files.

note

Different types of exports are available for different data types.

Resources