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Checklist Step Level Analysis

  • Jan 24, 2023 10:48 PM UTC
  • 5 replies
  • 405 views

Hey ,

Whats the best way to programmatically export checklist step level data from the API?

I'm able to get the overall numbers. But struggling to find the numbers that will give me step level data

Best answer by Oseas

Hey @user1559​! Oséas here from the Customer Support Specialist team 🕵️

 

Currently, there is no way to request step-level data reports for Checklists via API. This can only be accessed through the UI or manual CSV exports, as described here. But I'm happy to add it to our @Product Wishlist​ , so our Product Team know that's something you'd like to see in future releases.

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5 replies

Dana
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  • Connector
  • Jan 27, 2023 12:07 PM UTC

Interested in this too.


Dianah Tripac
Intercom Team
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  • Leading the Community @ Fin
  • Jan 31, 2023 10:14 AM UTC

Adding @user368​ in case she can advise on that 👍


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  • Super User
  • Jan 31, 2023 11:32 AM UTC

Hi Diana, unfortunately I cannot advise on that as we do not use the Checklists feature.


Oseas
Employee
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  • Employee
  • Answer
  • Feb 3, 2023 5:22 PM UTC

Hey @user1559​! Oséas here from the Customer Support Specialist team 🕵️

 

Currently, there is no way to request step-level data reports for Checklists via API. This can only be accessed through the UI or manual CSV exports, as described here. But I'm happy to add it to our @Product Wishlist​ , so our Product Team know that's something you'd like to see in future releases.


@Oseas 

I’m looking for a way to check on a company or user basis where one is in the checklist. Is there a CSV available that gives this info? If so, where could I find it?