How to Export Data from Richpanel
Richpanel provides a simple way to export conversation related data, allowing you to analyze trends, track performance, and maintain records with ease. This guide will walk you through the steps to efficiently export data from your Richpanel account, ensuring you have the information you need at your fingertips.
Steps to export data from Richpanel
Step 1: Navigate to the Inbox Section
- Log in to your Richpanel account.
- From the dashboard, locate the Inbox tab on the left-hand side menu. Click on it to access the Inbox section
Step 2: Select the Data to Export
- Add a Filter: Begin by adding a filter to your data.
- Customize with Filter Options: Use the available filter options to narrow down the data according to your needs. You can filter by date range, tags, team members, and other specific criteria to tailor your export.
Step 3: Export the Data
- Once you have selected and filtered the relevant data, locate the Export button, usually situated at the bottom-right corner of the report.
- Click on the Export button. A pop-up will appear, prompting you to select whether you want to download all conversations or only the selected ones.
Richpanel typically supports formats like CSV for easy compatibility with spreadsheet programs.
- Another pop-up will appear, asking you to download the conversations based on their status—snoozed, open, closed, or all. Choose the option that best suits your needs.
- Confirm the export by clicking the Export button
Step 4: Download the Exported File
- After initiating the export, the system will begin processing the data. This may take a few moments depending on the size of the data set.
- Once the export is complete, you will receive a download link on your email. Click on the link to download the file to your local storage.
- You can now open the downloaded file using any spreadsheet software (e.g., Excel, Google Sheets) for further analysis or record-keeping.
By following these steps, you can quickly export data from Richpanel to keep track of key metrics and maintain your records efficiently.