In Engage, under the Reports tab, you can choose to either export data from individual Reports or export all data available for your Twitter and Instagram Channels. In this article, we’ll guide you through the process of exporting your data and the different formats available.
Exporting Reports as a CSV or XLS File
All Custom Reports, Channel Reports, and Team Performance Reports can be exported in CSV or XLS. To get started exporting Reports, please follow the steps below:
- In Engage, click Reports from the very top of the page.
- Click on any existing Report or click Create Report.
- Click Export from the top, right-hand side of the page.
- Select either CSV or XLS.
Your export may take a few minutes. Meanwhile, you can navigate elsewhere in Falcon. The file will be downloaded automatically and saved as specified in the downloads location settings of your browser.
Note:
Engage Labels Reports can’t be exported in CSV or XLS, though these Reports can be saved as a PDF as described below.
Exporting Reports as a PDF File
Any Engage Report can be saved as a PDF file to maintain the visual aspect of your Report. Please see the steps below:
- In Engage, click Reports from the very top of the page.
- Click on any existing Report (or create a new report).
- Click Export from the top, right-hand side of the page.
- Select PDF.
Once you select PDF, your browser’s Print dialogue will open. You will see the print preview of your Report along with options for customizing the display and print destination. Next, check the following:
- Make sure that PDF is marked as your chosen destination.
- The browser's default margin settings are chosen
- No custom scaling has been applied.
You can also find the recommended configuration for each supported browser below:
Chrome
- Destination
- Save as PDF
- Margins
- None
- Headers and footers
- Uncheck
Firefox
- Orientation
- Portrait
- Page Headers
- Blank
- Page Footers
- Blank
- Bottom left dropdown menu
- Save as PDF
Safari
- Paper size
- A4
- Orientation
- Portrait
- Print headers and footers
- Uncheck
- Bottom left dropdown menu
Edge
- Printer
- Save as PDF
- Layout
- Portrait
- Margins
- Default
- Headers and Footers
- Unchecked
