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  • Home
  • Solutions
    • DIY Social Media >
      • Your Social Plan Intro
    • Done For You Services
    • Consulting & Coaching
    • Marketing Packages
    • Logo Design
    • Offers
  • Shop
  • Training
    • Free Resouces
    • Your Social Plan
    • Social Media Training
    • Kickstart Toolkits
    • Challenges
  • Dashboard
  • Blog
    • Lunch & Learn
    • Daily News
    • Magazine
  • Contact
  • Members
    • SI Dashboard Login
    • Get Socially Inclined Login
    • Your Social Plan Members

How Do I Export Information as a CSV File or HTML?

1. Click on Engage and then Export from the list to the left. 

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2. Use the tabs to locate the type of information you want. The Campaigns tab provides access to Dashboard statistics for that user account and any other user accounts that it has access to. The Channels tab gives you access to data on the services linked to that user account.

By selecting the Monitoring tab, you can export information for any Keyword and brand Monitors you’ve set up. The Contacts tab allows you to export your all your contacts or just specific mailing list. Under the Users tab you can export data for the services linked to a particular user account.

3. Once you’ve located the type of data you wish to export, select the CSV option if you wish to export the data as a CSV file. Otherwise, leave this set to HTML.

4. Click on the Export option and a dropdown list displaying the last three months will be displayed so that you can select the month you want to export data for.

Please note:
as we currently only store data for a maximum of 3 months, you will need to regularly export data if you want to track of it for a longer period of time. Also, not all the data that you can access through the Report Builder will be displayed as not all of this data can be displayed using just text.

Once you’ve selected the month you want to export data for, a new web page will open to display the information or, if you’ve selected the CSV option, the CSV file should be automatically downloaded onto your computer.
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