How to use the Data Exporter
Navigation prompt
Go to REPORTING > click Exporter
The Exporter tool lets you export quality assurance data from evaluagent into CSV files for external analysis, reporting, or record-keeping. You can export evaluations, 1-to-1 sessions, root causes, and conversation analytics data.
Required permissions
Required permissions:
Exporter - to access the Exporter tool
Note: Contact your evaluagent administrator if you don't have access to this feature.
Export types
The Exporter offers different tabs based on your enabled features:
Evaluations
Export evaluation data including:
Evaluation scores and outcomes
Line item results
Feedback comments
Category results
Data capture question responses (if configured)
Root cause selections (if configured)
Date range limit: Evaluation exports have a maximum date range of 100 days. Contact support if you need to export a longer date range.
1-to-1s & Actions
Export coaching and improvement data:
1-to-1 session records
Action items and outcomes
Session notes and feedback
Completion status
Root Causes
Export root cause analysis data:
Root cause selections from evaluations
Failure categorisation
Trend data for quality issues
Conversation Analytics
Export AI-powered conversation insights:
Topic detection results
Sentiment analysis
Conversation analytics data
Custom metadata fields from your integration (optional — up to 20 fields)
Date range limit: Conversation Analytics exports are limited to a maximum of 30 days per export. If you need data spanning a longer period, run multiple exports with different date ranges.
Creating an export
Step 1: Select your export type
Click the appropriate tab for the type of data you want to export.
Step 2: Set your filters
Each export type has specific filters:
Evaluation export filters:
Date range — Select start and end dates
Date range field — Filter by published date or contact date
Scorecards — Select specific scorecards (all active, all inactive, or a specific scorecard)
Output timezone — Choose timezone for date/time values
Include under review — Include evaluations pending review (if reviews are enabled)
Order line items by — Choose how to sort line items in the export
Conversation Analytics filters:
Date range — Select start and end dates (max 30 days)
Integration — Select the data source
Agents — Filter by specific agents (optional — all agents selected by default)
Include imported metadata — Select up to 20 custom metadata fields to include as extra columns
Step 3: Generate the export
Click Generate or Run Report
The export job begins processing
Progress is shown in the export requests list
Step 4: Download the results
Once your export is complete:
Email — A download link is emailed to you when the report is ready
Platform download — The report is also available for download directly from the Exporter page
Click the Download link to get your CSV file.
Managing exports
Your export requests are listed on the page showing:
Status — Processing, Complete, or Failed
Date created — When the export was requested
Download — Link to download completed exports
Delete — Remove old exports
Note: Exported CSV files are automatically removed after 30 days. Download promptly.
Best practices
Start with shorter date ranges to test before running large exports
Know the limits — Evaluations: max 100 days; Conversation Analytics: max 30 days per export
Download promptly — Files are deleted after 30 days
Store securely — Export files contain sensitive data; follow your organisation's data handling policies
Use consistent date fields — Choose the same date field type consistently for accurate comparisons
FAQs
What platforms can I use this data on? Your data is compatible with data analysis tools like Power BI, Tableau, Metabase, and many others.
Is conversation analytics data available via API? Yes. See the evaluagent API docs for more information.
What if my export takes too long? Try a shorter date range or avoid queuing multiple large exports at the same time.
Troubleshooting
No data in export — Verify evaluations exist for the selected date range and check your scorecard filter
Export failed — Try again with a smaller date range; contact support if the issue persists
Cannot access a tab — Verify the required features are enabled and check your permissions
Download not working — Ensure the export status shows "Complete" and check your browser's download settings