To export document analytics and viewing reports, open the document’s analytics and use Export (CSV for spreadsheets, PDF for reporting, JSON for integrations). The goal is to get your view + engagement data into the tools you actually run your work in (Sheets/Excel, CRM, BI).
Quick steps (2 minutes)
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Open your document’s analytics dashboard.
Result: You can see views, time spent, completion, and page activity. -
Click Export and choose a format:
- CSV: spreadsheets, scoring, simple reporting
- PDF: a clean shareable report
- JSON: integrations / API workflows
Result: A report downloads you can use immediately.
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Select a date range (e.g., last 7 / 30 days) and export.
Result: Your report reflects the exact period you’re analyzing.
Step-by-step: pick the right export for your use case
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Use CSV when you want to sort/filter, score prospects, or combine with other data.
Result: You can build a “hot lead” view in Sheets. -
Use PDF when you need to share a clean snapshot with a boss/client/team.
Result: Non-technical stakeholders can read it without tooling. -
Use JSON when you want to sync to a CRM, warehouse, or automation tool.
Why it matters: It’s structured data that’s easy to ingest.
Result: You can automate reporting instead of copying/pasting.
What to include in the export (recommended)
- Viewer identity (if you require email verification)
- First view / last view timestamps
- Total time spent + completion
- Page-level analytics (for “which pages mattered?” questions)
- Downloads + forwarding / secondary viewers (if you’re tracking distribution)
Troubleshooting
- Export looks “too small”: check the date range; many exports default to last 7 days.
- You need names but exports are anonymous: enable email verification on the share link going forward.
- Spreadsheet columns are messy: use CSV and open it directly in Google Sheets/Excel (avoid copy/paste from PDFs).
Quick checklist (copy/paste)
- Correct document selected
- Correct date range selected
- Chosen the right format (CSV/PDF/JSON)
- Viewer identity included (if needed)
- Page-level metrics included (if needed)
- Saved with a consistent filename (doc + date range)