Exporting Engage Reports

In Engage, under the Reports section, you can choose to either export data from individual reports or export all data available for your X (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:

  1. In Engage, click Report overview in the left-hand navigation sidebar.Screenshot 2023-07-28 at 3.23.34 PM.png
  2. Click on any existing report or click Create Report in the top-right corner.Screenshot 2023-07-28 at 3.24.58 PM.png
  3. When viewing your report, click Export in the top-right of the report, and select either CSV or XLS when prompted.

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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:

  1. In Engage, click Report overview in the left-hand navigation sidebar.
  2. Click on any existing report or click Create Report in the top-right corner.
  3. Click Export from the top, right-hand side of the page.
  4. 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:

  • Make sure that PDF is marked as your chosen destination.
  • The browser's default margin settings are chosen.
  • No custom scaling has been applied.

You can also find the recommended configuration for each supported browser below:

Chrome

Destination
Save as PDF
Margins
None
Headers and footers
Uncheck

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Firefox

Orientation
Portrait
Page Headers
Blank
Page Footers
Blank
Bottom left dropdown menu
Save as PDF

mceclip2__5_.png

Safari

Paper size
A4
Orientation
Portrait
Print headers and footers
Uncheck
Bottom left dropdown menu
PDF

mceclip0__13_.png

Edge

Printer
Save as PDF
Layout
Portrait
Margins
Default
Headers and Footers
Unchecked

mceclip3__3_.png


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