Exporting Engage Reports

Mike Ross

July 28, 2023 20:52

In Engage, under the Reports section, you can choose to either export data from individual reports or export all data available for your Twitter and Instagram channels. In this article, we’ll guide you through the process of exporting your data and the different formats available.

Exporting Reports as a CSV or XLS File

All Custom reports, Channel reports, and Team Performance reports can be exported as CSV or XLS files. To get started exporting reports, please follow the steps below:

In Engage, click Report overview in the left-hand navigation sidebar.
Click on any existing report or click Create Report in the top-right corner.
When viewing your report, click Export in the top-right of the report, and select either CSV or XLS when prompted.

Your export may take a few minutes and you can continue to use Social Media Management while it is processing. The file will be downloaded automatically and saved as specified in your downloads location set in your browser.

Note:

Engage Labels reports can’t be exported as CSV or XLS, though these reports can be saved as a PDF as described below.

Exporting Reports as a PDF File

Any Engage report can be saved as a PDF file to maintain the visual aspect of your report. Please see the steps below:

In Engage, click Report overview in the left-hand navigation sidebar.
Click on any existing report or click Create Report in the top-right corner.
Click Export from the top, right-hand side of the page.
Select PDF.

Once you select PDF, your browser’s Print dialogue will open. You will see the print preview of your report along with options for customizing the display and print destination. Next, check the following: