Multiple Export Options Make Reports Easier to Access

Published March 30, 2021
Last updated March 31, 2021

AvidCX provides a number of reports to analyze customer feedback, examine data trends, view competitor benchmarks, and more.  To make it easier to save and share these reports, users may now choose from a number of export options. 

Users can now download exports to their computer, email them, or both. They can also choose a default export option within their General Settings. 

With multiple export options, users can save reports for personal records or presentations, easily share with team members and/or across the organization, and more.


How to access export options:

Step 1: Navigate to User Settings -> General Settings -> Report Exports.  You will see three options: Email / Download / Both.

Step 2: Choose from one of the three export options.

Option 1: By selecting Email, users will receive the exports in their inbox the same as they would historically in AvidCX.  The functionality here has not changed.

Option 2: By selecting Download, users will see a new tab open in their browser that will look like this:

After the report downloads, users  will see the following screen, which indicates that the export has been completed:

Option 3: By selecting Both, users will see both functionalities of Email and Download occur.  The report will be exported and downloaded in their browser, and sent to their email.

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