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Exporting

Davies CXsmart lets you take data out of the platform in the formats your colleagues actually use — Excel and CSV — either directly from a report you have run, or through reusable export templates that control exactly which columns appear.

Exporting a report you have run​

  1. On the Report library tab, run a report (see Reports overview).
  2. Once the chart and data table appear, use the buttons at the top right:
    • Excel — downloads the report as an Excel-openable .xls workbook.
    • CSV — downloads a comma-separated file for spreadsheets or other tools.
  3. The file downloads named after the report type (for example, agent-kpi.csv or agent-kpi.xls).

The export contains exactly the columns shown in the on-screen data table.

note

The Excel and CSV buttons are disabled when a report returns no rows — for example, when the result is below the anonymity threshold.

tip

Choose CSV when someone needs to slice the data in another tool, and Excel when you want a tidy table that opens straight into a spreadsheet.

Export templates​

A report export gives you that report's columns. When you need a custom set of columns from your survey responses — for example response ID, channel, agent, NPS, and two specific survey questions — use an export template. Templates are reusable, so you define the column set once and queue the same shape whenever you like.

Creating a template​

  1. Open the Export templates tab on the Reporting & Export page.

  2. Click New.

  3. Pick a survey — templates belong to one survey so question columns cannot drift between schemas.

  4. Give the template a Name.

  5. Tick the standard fields you want as columns:

    FieldDescription
    Response IDUnique identifier for the response
    ChannelHow the response was collected
    ReceivedWhen the response arrived
    AgentThe attributed colleague
    NPSThe Net Promoter Score answer

  6. Tick any survey questions you want to add as extra columns.

  7. Click Create template. It appears in the template list with its column count.

Running an export from a template​

  1. Find your template in the list and click Queue CSV.
  2. The export status drawer opens while the platform builds a fixed snapshot in the background. You can close the drawer without stopping it and reopen the run from Recent exports or the standalone Exports page.
  3. When the run is ready, download one or more numbered CSV parts. Every part has the columns you defined and its own header; the drawer also offers the verified JSON manifest.

Exports are retained only until the displayed expiry time. You can cancel a build before it becomes ready; any partial files are removed by the cleanup pass.

To delete a template, click the bin icon beside it.

Choosing the right export​

You want to…Use
Share the figures from a single reportExcel / CSV on the run report
Pull responses with a specific, repeatable column setAn export template
Have exports arrive automatically on a scheduleA scheduled export — see Scheduled exports