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How can I export Notes, Chats and Transcriptions from a session?

How can I export Notes, Chats and Transcriptions from a session?

How to export Notes, Chats and Transcriptions as CSV or plain text, including timestamps.

Russ Troester avatar
Written by Russ Troester
Updated over 2 weeks ago

Available on the following plans

  • Pro (Legacy Plan)

  • Freelance

  • Team

  • Insights Hub

  • Enterprise

  • Not available on Trial or Starter (Legacy) Plans

Choose what you'd like to export

  1. Click the 'Filter' icon on the top right corner of your screen.

  2. Click/toggle the buttons to choose what you'd like to export

    1. Feed Filters - these allow you to select which item(s) from the feed you want to include in your export:

    2. User Filters - these allow you to filter any chats or notes from specific users:

Export various formats

  1. Click the 'Export' icon on the top right corner of your screen.
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  2. If you want to have the filters applied to your export, toggle the Apply filters switch to the "On" position (slide to the right and it will turn green)
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  3. Choose the relevant file format to start exporting

    1. CSV is the best option if you plan on importing the comments into a spreadsheet, such as Google Sheets or Excel. For those on trial plans where exporting is not available, here is a sample of what the output file looks like. 🚀 Tip: if you open the CSV in a spreadsheet tool, you can delete any columns you don't want to make your output cleaner.
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    2. Plain text is nice for human readable locations, such as documents and emails.
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      Both formats include the timestamps.
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  4. A file will be downloaded automatically when the export is ready. If not, you can click the file format button again to manually download.

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