π Where to find it: Reports β (relevant tab) β "Download" button
Most reports can be downloaded as a CSV file to open in Excel or Google Sheets, archive them, or share them with your accountant or management.
How it works
Each report that offers an export has a "Download" button at the top right. Madyis Hub generates a CSV file matching exactly the period and filters shown, then downloads it to your computer. The Conversations, Agents, Labels, Inbox, Teams, CSAT and SLA tabs offer the export; the Overview heatmaps also have their own download button.
Step by step
- Open the report tab you want (Conversations, Agents, Labels, Inbox, Teams, CSAT or SLA).
- First set the period and filters as you wish: the export will use exactly these settings.
- Click the "Download" button at the top right (for example "Download conversation reports").
- The CSV file downloads; open it in Excel or Google Sheets.
- For an Overview heatmap, click the download icon at the top right of the card.
Good to know
- Double-check the period before exporting: the file only contains the data shown on screen.
- The file name includes the report type and the date, which makes it easier to organize.
- The Bot tab and the Overview (except heatmaps) do not offer a table export.