Introduction
Managing and analyzing data effectively is crucial for maintaining accurate and insightful reports. Whether you’re looking at a 7-day snapshot or a more extended period, choosing the right export method can make all the difference. This FAQ is designed to help you understand the best practices for exporting your data from our platform, whether you prefer to do it manually or set up automated processes.
1. What are the recommendations for CSV downloads?
For data covering more than 7 days—such as monthly or quarterly reports—downloading the CSV file is recommended. This approach ensures that you capture a complete and accurate dataset, which is essential for consistent and reliable analysis. By regularly exporting data in this format, you can maintain the integrity of your reports.
2. What are the different kinds of exports?
Manual Export: This involves logging into the platform and selecting the data you wish to export. This method is ideal for one-off reports or when you need specific data on an ad-hoc basis.
Automatic Export: Allows you to set up webhooks that regularly send data to your preferred destination (such as email or cloud storage) without manual intervention. This is especially useful for routine data analysis and ongoing reporting.
3. How can I manually export my data?
To manually export your data:
Navigate to the relevant data section on the platform.
Select the timeframe you need (e.g., last 7 days, last 30 days).
Click the export or download button.
Choose the CSV format to ensure your data is easy to access and analyze.
4. How can I set up automatic exports?
Please reach out to our Success team to configure webhooks for automated data exports. This ensures that your data is consistently backed up and readily available for analysis at your preferred intervals, reducing the manual effort required and streamlining your workflow.
5. Should I choose manual or automatic exports?
Manual Export: Best for occasional or one-time data needs. If you only need to export data periodically, manual export might be more convenient.
Automatic Export: Ideal for regular, ongoing reporting. If you frequently require up-to-date data, automatic exports ensure that your information is always current without additional steps.
Summary
Choosing the right method for exporting your data—whether manual or automatic—depends on your specific needs and how frequently you require updated information. Manual exports are great for ad-hoc or one-time reports, while automatic exports provide a consistent, hands-off approach to regular data retrieval. For extended data periods, we recommend downloading CSV files to maintain the accuracy and integrity of your reports. Our Success team is available to assist you in setting up automated processes, ensuring you have the data you need when you need it.