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How to Export Dashboard Data for Reports

Export analytics data from Local Business Pro dashboard for external reporting and accounting. Download conversation, invoice, and contact data.

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Quick Answer: Dashboard data can be exported through the reporting features or by accessing individual data views. Navigate to specific sections like Invoices or Conversations for export options.

What You Can Export

  • Conversation data from AI Conversations page
  • Invoice data from Invoices page
  • Contact data from Contacts page
  • Transaction data from Transactions page

Export Process

  1. Navigate to the relevant data page (e.g., AI Conversations, Invoices)
  2. Set your desired filters and date range
  3. Look for an Export button or menu option
  4. Select your export format (CSV, Excel)
  5. Download the file to your computer
  6. Open in spreadsheet software for further analysis

Creating Custom Reports

For custom reporting needs, export raw data and use spreadsheet tools (Excel, Google Sheets) to create pivot tables, charts, and custom calculations.

Frequently Asked Questions

Q: Can I schedule automatic report exports?
A: Automatic scheduled exports are not currently available. Set a calendar reminder to export data at regular intervals.

Q: What format is best for accounting software?
A: CSV format is most universally compatible with accounting software.