This article explains how to export full prospect activity reports and segmented recipients lists based on filters or KPIs.
The metrics available for export:
Data export is available with premium plans. Upgrade your plan in account settings to get access.
While reviewing analytics on the Reports dashboard, use the export option to download recipient lists based on filters and main KPIs in the report.
Export default report
To download a report with overall data for all recipients, click Export CSV on the right. This option is available in all report types:
- email: The default Email export includes data for recipients you’ve sent at least one email within the selected time period
- LinkedIn: The LinkedIn export includes data for recipients to whom you’ve sent a connection request, message, or InMail within the selected time period
- General: The General export includes data for recipients you’ve contacted via email or LinkedIn (a connection request, message, or InMail)
The Export CSV option has a limit of 200,000 rows per file, which means the maximum number of recipients one export can include. If your data exceeds this limit, use filters to break down the export into smaller parts.
Export report based on filters
By default, the export will include data for all campaigns over the past 30 days. To create a custom report, adjust the filters at the top.
This will filter the recipient data in the report based on your selected filters: campaigns, sender accounts, team members, or time period. After adding the necessary filters, click Export CSV in the top right to download the report.
Export report based on KPIs (per channel)
You can view and download recipient data for the main metrics in each type of report (email, LinkedIn, or General). The metrics available for export are highlighted in blue when you hover over them.
Remember to check the filters before exporting lists by KPIs. The data included in the report updates based on the filters you apply.
The KPIs for export in the Email channel:
On the email report, you can export data for recipients you contacted and who performed a certain action within your cold email campaigns (opened email, clicked a link, or replied).
In the engagement funnel, the metrics for export are Contacted, Open rate, Click rate, and Reply rate. Click the number showing the statistic to open its recipient list. For example, the export for Open rate includes recipients who have opened at least one email sent during the selected time period.
You can also export lists for the Unsubscribed and Auto-replied metrics. Click the recipient count to view and export the list to CSV.
The KPIs for export in the LinkedIn channel:
On the LinkedIn report, you can export recipient data for every activity in your LinkedIn automation and lists of recipients who accepted requests or replied to any of the messages.
- Contacted: recipients contacted through a connection request or message
- Total reply rate: recipients who replied to regular messages, connection requests, or InMails
- Connection requests: recipients to whom a connection request you sent was successful or failed, and who accepted it
- Messages: recipients to whom you sent at least one message and the total number of messages sent
- LinkedIn activity: prospects whose LinkedIn profiles you viewed, followed, or liked their posts
Click the number showing the statistic for any of the metrics to open its recipient list. For example, the export for Accepted requests includes prospects who have accepted your LinkedIn request you sent during the selected time period.
The KPIs for export in the General report:
On the General report, you can export data for recipients who participated in your multichannel campaigns or were contacted through both email and LinkedIn in separate campaigns.
- Total contacted: data for recipients contacted by both channels (by email and LinkedIn message or connection request)
- Reply rate: data for recipients who replied after being contacted by both channels (by email and LinkedIn message or connection request)
