Exporting Your Analytics: Tips and Tricks
    • 06 Jun 2023
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    Exporting Your Analytics: Tips and Tricks

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    Article Summary

    Excel can be a great tool for charting data, but sometimes the information in the exported sheets can be difficult to read. To fix this, you can format the date/time column correctly by going to "Format" and selecting "Format Cells" then choosing "Date". Additionally, if the last digit of ID columns is replaced with a 0, you can create a custom number format that has 16 digits and apply it to the ID column.

    Charting data in the Analytics menu will allow you to export additional reports. This can be an incredibly helpful tool. But sometimes, the information in the exported Excel sheets get a bit... murky. Here are some common troubleshooting tips and tricks.

    Formatting the date and time column correctly when using Excel

    Are you using Excel to read your exported analytics and having trouble reading the date/time column? 

    excel_1.png

    To format the date/time column in the CSV exports when using Excel do the following steps:

    On the "Home" ribbon go to "Format" and select "Format Cells"

    excel_2.png

    Then choose "Date" and select the format highlighted below.
    excel_3.png

    Now you will see delightfully human-readable dates and times.

    excel_4.png

    Adjusting the 0 digit in Call ID or Office ID

    You've exported data to Excel, but the last digit of the ID columns ("Call ID” or "Office ID") has been replaced with a 0. 

    What's going on?

    The spreadsheet software is applying a number format to the data. Good news — you can prevent this from happening. Here's how:

    1. Create a custom number format that has 16 digits.

    Screen_Shot_2021-10-21_at_13.18.28.png

    Screen_Shot_2021-10-21_at_13.17.07.png

    1. Select the ID column and apply the new number format to it.

    spreadsheet-demo.png

    Note:
    The images above were taken using Google Sheets, but the process and flow is the same for Excel.


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