Feedback Exports page

You can export survey data in CSV format on the Feedback Exports page for detailed analysis outside of the application. This page provides options to customize the exported data to view only what is most important to you. Individual users can save exports for later, set up a recurring export schedule, or download recently requested exports on this page, with each user being able to save their own configuration.

The following image shows an example of an export:

Follow the steps below to configure a new export:

1. On the Settings page, click the Feedback Exports tile.

   The tile will display the date and time of the latest export, for reference.

   

2. On the Feedback Exports page, click Create New Export.

3. Configure the Request Types section:

   

   • Survey Type — Use the toggle switches to include data from your Feedback survey, your service recovery survey, or both.

   • Response Type — Choose whether to include all requests or only requests with responses.

   • Archived — Toggle the switch on to include any responses that have been removed from the Stream.

4. Configure the Scheduled Exports section:

   

   • To make this a one-time export, leave the "Just once" option selected.

     You will have the option to save this export for on-demand generation later.

   • To create a recurring schedule, select the "Recurring exports" option, then configure the schedule in the provided fields.

   • To adjust the first day of the week or the first date of the quarter shown on the page, click Adjust for this export.

     The starting points for the week and quarter are based on your company's preferences on the Metric Configuration page, but you can override them for your personal exports.

   Note:

   When setting up a schedule, the date/time selectors show your local time zone. You can hover over the time zone to compare the UTC and local times.

   

   When selecting a timeframe for the data included in an export, dates/times are based on UTC.

5. In the Fields section, deselect any fields you do not wish to include in the export.

   All fields are selected by default, but you may find that not all fields are relevant to your organization. Deselecting fields here will result in a cleaner and less cluttered export.

   

   See "Considerations for response fields" later in this guide for important details about fields in the Response section. To learn more about the fields available in this section, see Feedback Exports: field descriptions and request delivery status.

6. (Optional) If you would like to save the configuration of this export to use for future exports, toggle the Save Export Settings switch on.

   
   Note: Saving export settings is only available for one-time exports, not recurring exports.

7. Click Request Export Now when finished.

   The export will be listed near the bottom of the page, where you can download it when it is ready. You will also receive an email from noreply@stellaconnect.net with a link to download the file.

   
   Note:

   The Requested At column shows your local time zone. You can hover over the time zone to compare the UTC and local times.

   

Considerations for response fields

Fields in the Response section depend on the survey questions being used in your company's surveys.

• Active survey questions will display the name of the survey in which they are active (Feedback or Service Recovery). If questions are shared across both surveys, be sure to select the field option for the appropriate survey. Fields for service recovery surveys will always be appended with "recovery" as a part of the field name (for example, "recovery_recovery_42561").

• Questions that have been removed from a survey will be listed as "Inactive". You can still select these fields to incorporate any historical responses to inactive questions.

• To capture any new questions added to your surveys after the export is configured, select the "Automatically include questions added to Survey Builder in future exports" option. Remember that new questions must be published in a survey in order to receive responses and appear in the export.

View saved, recurring, and recent exports

On the Feedback Exports page, you can quickly access any exports that were saved for later, scheduled to recur, or recently requested. For saved exports, click Request Now to generate an export using the saved settings. For recurring exports, you can request to generate one immediately, pause the schedule, or edit the export settings.

Data Return API

Agent Connect provides a Data Return API that allows you to retrieve survey responses programmatically for use in another application. See the Agent Connect API documentation for details about the technical requirements, endpoiunt details, and expected payloads.

Team performance data

Users with the default team leader role can export their team's performance metrics in the Teams and Team Members reports. For more information, see Tags and groups summary reports.

The export a performance report:

1. Open the report you would like to export.

2. Click Generate CSV.

   When the file is ready, a download link will appear.

3. Click Download CSV to obtain the export.