Download a report as a CSV file

Last updated: 14 October 2026 · 4 min read

You can download report numbers as a CSV file that opens in Excel.

Steps

  1. 1

    Open the page

    In the left menu, open the page you need in “Reports”, for example “Conversations”, “Team”, “CSAT” or “SLA”.

  2. 2

    Choose the period and filters

    Choose the period at the top: “Today”, “7 days”, “30 days”, “90 days”, “This month”, “Last month” or a range of your own. If you need to, choose a channel, inbox, team, agent or label. The file has only the numbers you chose.

  3. 3

    Download

    • “Download CSV” at the top of the page saves the page's numbers, usually day by day.
    • The “CSV” button of the list at the bottom of the page saves all the list's rows: conversations, ratings, SLAs, calls and so on.
    • “Download PNG” next to a chart saves it as a picture with its title and period.
  4. 4

    By e-mail

    An administrator can use “Send by e-mail” at the top of the page to get the main numbers of chosen pages every week or every month.