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JayS
JayS
Helper ⭐️
Mar 7, 2022 6:54 PM UTC
Solved

Ability to export list from engagements view

I would like to be able to export a list of engagements that I have filtered down. For example, if I’ve filtered to “Active” surveys. My use case is tracking the schedule of engagements so we know how many active things could be presented to users during a timeframe. 

 

    VineshAnswer
    Helper ⭐️
    Mar 10, 2022 3:10 PM UTC

    Hi @JayS 

    If your use case is to download the active engagements, you can head to the analytics section and apply the timeframe that you wanted to fetch the engagements and export as CSV. After exporting as CSV you can apply the filters on the different columns, for example, if you want to fetch the active engagement of type survey, you can filter out status as scheduled, and also you can filter out for the type as a survey to extract the information you wanted.

    Please go through this short recording https://share.getcloudapp.com/jkuv1G9P where I have implemented the same mentioned above.

     

    Let me know if this helps!!

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    3 replies

    Sruthimalla
    Sruthimalla
    Gainsight Employee ⭐️⭐️
    Mar 8, 2022 10:16 AM UTC

    @skalle @Chandu - seems like a good one. Would like to know your comments on the same.

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    Sruthi Malla , Principal strategist Digital CS , Gainsight
      VineshAnswer
      Helper ⭐️
      Mar 10, 2022 3:10 PM UTC

      Hi @JayS 

      If your use case is to download the active engagements, you can head to the analytics section and apply the timeframe that you wanted to fetch the engagements and export as CSV. After exporting as CSV you can apply the filters on the different columns, for example, if you want to fetch the active engagement of type survey, you can filter out status as scheduled, and also you can filter out for the type as a survey to extract the information you wanted.

      Please go through this short recording https://share.getcloudapp.com/jkuv1G9P where I have implemented the same mentioned above.

       

      Let me know if this helps!!

      Translate
        JayS
        JaySAuthor
        Helper ⭐️
        Mar 18, 2022 11:23 PM UTC

        Thank you, @Vinesh. I will have to do it that way for now.

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        Jay Sherwood
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