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Exports From the Insights User Interface

Zuora

Exports From the Insights User Interface

You can export data about accounts, users, events, and sessions from the Insights user interface.

The following data is available for export:

Category Exported Data How to Export
Accounts All accounts
  1. Navigate to Accounts.
  2. Click Export.
All accounts in a segment
  1. Navigate to Accounts.
  2. In the Segment field, enter the segment name.
  3. Click Export.

See View the Accounts in a Segment. You can also export accounts from the segment query builder. See Create a Segment.

All accounts with a tag
  1. Navigate to Accounts.
  2. In the Tag field, enter the tag.
  3. Click Export.
Attribute or metric values for an account
  1. From the account dashboard, select Trends.
  2. Click Attributes & Metrics.
  3. Select the attribute or metric from the pick list.
  4. Click Export.
Users All users
  1. Navigate to Users.
  2. Click Export.
All users in a segment
  1. Navigate to Users.
  2. In the Segment field, enter the segment name.
  3. Click Export.

See View the Users in a Segment. You can also export users from the segment query builder. See Create a User Segment.

All users with a tag
  1. Navigate to Users.
  2. In the Tag field, enter the tag.
  3. Click Export.
All users in an account
  1. From the account dashboard, select Account Users.
  2. Click Export.
Attribute or metric values for a user
  1. From the users dashboard, select Trends.
  2. Click Attributes & Metrics.
  3. Select the attribute or metric from the pick list.
  4. Click Export.
Events     Event counts for an event and an account
  1. From the account dashboard, select Trends.
  2. Click Events.
  3. Select the event from the pick list.
  4. Click Export.

See View the Frequency of an Event per Day.

Event counts for an event and a user
  1. From the user dashboard, select Trends.
  2. Click Events.
  3. Select the event from the pick list.
  4. Click Export.

See View the Frequency of an Event per Day.

Event counts for all events and all accounts
  1. Navigate to Events.
  2. Select Chart > All Events.
  3. Click Export.

See View the Top Events Across all Accounts.

Event counts for multiple events and all accounts
  1. Navigate to Events.
  2. Select Chart > Compare Events.
  3. Enter the events.
  4. Click Export.
All events
  1. Navigate to Events.
  2. Select List.
  3. Click Export.
Sessions Session counts for an account
  1. From the account dashboard, select Trends.
  2. Click Sessions.
  3. Click Export.

See View the Number of Sessions per Day.

Session counts for a user
  1. From the user dashboard, select Trends.
  2. Click Sessions.
  3. Click Export.

See View the Number of Sessions per Day.

Export Options

When you click Export, the Create Export dialog box opens. You can use the Create Export dialog box to specify a name for the export.

If the data to export is tabular, you can choose whether to export all fields or only the fields displayed as table columns in the Insights user interface.

Download Exported Data 

Insights generates exported data in CSV format. To download exported data, navigate to Exports.

Insights displays the exports that you created within the last five days. Insights does not display exports created by other users.

Differences Between Exported Data and the User Interface

  • When you export data about events, the "Event Label" column contains internal names of events. The internal name of an event may be different from the label displayed in the Insights user interface.

    To view the correspondence between labels and internal names of events, click your name at the top right and navigate to Settings > Manage Event Types.

  • When you export data about accounts or users, values of numeric attributes and metrics may have a different number of decimal places than in the Insights user interface.

    The number of decimal places that values of a numeric attribute or metric have in exported data is not controlled by the Places setting for the attribute or metric.