How to Export and Share Reports & Dashboards in Piwik PRO

Published: March 25, 2019 Updated: April 19, 2019 Author , Category Analytics

Every good analytics platform should give you the opportunity to share data anytime and with anyone you need. After all, the point of the tool is to ensure that all interested parties can make informed decisions based on quantitative data.

That’s why we’ve designed Piwik PRO to let you export data in multiple ways and various formats. The list includes data spreadsheets, PDFs, images, xmls, php/json and even RSS.

Also, we’ve given you the capacity to set up periodical reports delivered automatically to a preset list of email addresses, so your stakeholders get them right on time.

In this blog post we want to walk you through all the possibilities for sharing, exporting and sending reports and dashboards in Piwik PRO Analytics, Custom Reports and Customer Data Platform. Let’s get started!

Exporting and sharing data in Piwik PRO Analytics

How to export a report

The most commonly used way to export data in Piwik PRO Analytics is to click on the export icon placed in the bottom left corner of each report:

When you click this icon, you’ll be able to choose from six ways of exporting data:

One piece of advice: The most versatile data format in that case would be a CSV file. The format can be used in a vast array of tools, so you’ll be able to apply data to perform deeper analyses.

As for developers and hard users, exporting to PHP or JSON files could be very convenient, as this type of file can be used for any custom implementation using analytical data from Piwik PRO.

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How to create a Personal Email Report

Next, let’s discuss sending personalized reports and dashboards via email.

You’ll configure them by going to Analytics settings and clicking on the Email Reports tab. From there, you’ll be able to create a scheduled periodical report to be delivered to specific email addresses.

If you want, you can narrow down the report so it will only present a previously predefined segment (or stick with the default segment of All visits):

Then, you select the frequency with which the reports will be sent:

Define the format of the report (PDF, HTML or CSV):

Then specify the email addresses of the desired recipients (including yourself):

After setting up the essentials, you can define which data you want to include in your report:

You can choose from many different options depending on the configuration of your web analytics instance (e.g. defined goals).

If the test shows that everything works as it should – that’s it, the configuration is complete.

Exporting and sharing data in Piwik PRO Custom Reports

Want more? You can get more! A new addition to our stack – Piwik PRO Custom Reports – offers even more options for exporting and sharing data.

How to export charts and tables

Each report created in Custom Reports gives you the ability to export not only reports as a whole, but also charts and tables individually.

Just click on the Export button and choose which part of the report you’re interested in:

Then, you specify the report type. As in the previous examples, you can choose from several formats – CSV, XML or JSON.

A useful option, especially in the case of long and extensive reports, is limiting the number of rows of exported data. Using this feature, you can make sure that the exported files contain only the juiciest and most relevant pieces of information.

How to save the report as an image or a PDF file

Additionally, you can easily save a particular view of data as an image (e.g. to include it in the presentation deck) or as a PDF file.

Going for the PDF option, you can also choose the exact specifications of the document:

Quite useful, wouldn’t you say?

How to limit a report’s visibility

In version 8.0 of our Suite, we’ve also added the possibility to restrict visibility of the reports. This means that you can make reports available only to their author, or to all the users of the instance:

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Exporting and sharing data in Piwik PRO Customer Data Platform

Analytics is not the only part of our Suite that allows for data exports. Data can be also easily fetched from our Customer Data Platform. This will be useful if, for example, you want to export audiences and upload them into another tool.

Here’s how you do it: by clicking the Export to CSV button on the audience screen…

…you will be able to choose the IDs and attributes you want to export:

Also, you can always decide to dump all the attributes available into a database to run some deeper analyses.

Here you can see a sample dataset exported to a CSV file – its content will vary depending on the selected IDs and Attributes:

Summary

As you can see, there are a lot of options for exporting and sharing data in Piwik PRO. We’ve gone the extra mile to give you practically unlimited possibilities for using this information in other tools.

We hope that we’ve explained this issue in the most concise and simple way possible. However, if you have any questions – don’t hesitate to contact us! Our team will be happy to fill you in on the details.

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Author:

Szymon Grzesiak, Marketing Tech Lead

Tech savvy Performance Marketing Specialist. LinkedIn Profile

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Karolina Lubowicka, Content Marketer

Content Marketer and Social Media Specialist at Piwik PRO. An experienced copywriter who takes complex topics of data privacy & GDPR and makes them understandable for all. LinkedIn Profile

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