Exporting and Sharing Data
Last updated August 6, 2024
Channeltivity provides tools to export and share your valuable data, making it easy to analyze information outside of the platform or collaborate with other stakeholders. This article guides you through the process of exporting and sharing your channel program data.
Exporting Data
- Access the Reporting Section: Navigate to the "Reporting" or "Analytics" section of your Channeltivity dashboard.
- Choose a Report: Select the report that contains the data you want to export. This could be a pre-built report, a custom report, or a dashboard.
- Select Export Options: Look for an "Export" button or option within the report interface.
- Choose Export Format: Select the desired export format, such as CSV (Comma Separated Values), Excel (XLSX), or PDF (Portable Document Format).
- Specify Export Parameters: If necessary, define the specific data fields, time period, or filters to be included in the exported data.
- Download the Export: Initiate the export process and download the exported file to your computer.
Sharing Data
- Share Reports Directly: Channeltivity allows you to share reports directly with other users within your account.
- Export for External Sharing: Export reports in a commonly used format (e.g., CSV, Excel) and share them with external stakeholders through email, cloud storage, or other methods.
- Integrate with Other Tools: Utilize integrations with other business intelligence tools or data visualization platforms to import and analyze exported data for more comprehensive reporting and analysis.
- Set Data Permissions: Control access to specific data and reports by assigning permissions to different user roles or individual users.
Data Security and Privacy
- Protect Sensitive Information: Ensure that exported data does not include sensitive information that should remain confidential.
- Follow Data Privacy Regulations: Comply with relevant data privacy regulations (e.g., GDPR, CCPA) when sharing data with external parties.
- Review Security Settings: Periodically review Channeltivity's security settings to ensure data is protected from unauthorized access or breaches.
By utilizing Channeltivity's data export and sharing capabilities, you can effectively utilize your channel program data for analysis, collaboration, and decision-making. Remember to prioritize data security and compliance when sharing information outside of the platform.
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