Best Pracitces
Exporting and Reporting on Your Data
Written By: Tony
Last Updated on September 11, 2024
Data from your SocialLead account can be exported to a CSV and customized into a report on various data points
The data in the Connections section of your account can be filtered by any available data points such as Campaigns, Tags, Team Members, Location, Date Range, and whether a prospect has an Email or Phone Number. These data sets can also be exported to a CSV for customized reports through Microsoft Excel (or other CSV-read-ready) tools.
Navigate to your Connections page in SocialLead and try adding or excluding different filters to create your desired data set, then when your data is ready hit Export CSV to download the data in a Comma Separated Value.
You can now begin creating custom reports through the exported data and Excel functions such as a PivotTable or a VLOOKUP as you see fit.
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