Export Data From a Card

When you want to share information from a usage analytics card, for example to share your top documents or content gap results, you can export a light-weighted data report (see Usage Analytics Data Exports). This data can be extracted from any card on your dashboard with the Data Explorer panel, so you can analyze and visualize it.

The data is exported in a CSV file (spreadsheet), which can be read by third-party tools such as Microsoft Excel™.

While you can extract all the data from your reports (see Manage Data Exports), you’re encouraged to use the Data Explorer only for a limited period, so you will have a shorter report.

To export data from a card

  1. Log in to the Coveo Platform as a member of a group that has been granted at least the following privileges of the Analytics service (see Manage Privileges and Analytics Service):

    Domain Access level
    Analytics data View
    Data exports Edit
    Dimensions View
    Named filters View
    Reports View
  2. In the navigation bar on the left, under Analytics, select Reports.

  3. Double-click the report containing the card from which you want to extract data.

  4. Hover over the desired card, and then click Explore-Data at the top right of the card.

    Explore-Data-Icon

  5. In the Data Explorer panel, at the bottom right, click Download-as-CSV to download a CSV file with all the card data.

    Download-as-CSV-Icon

You can also filter the data in the card you want to export by using the Add filter icon Filter-Addition.

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