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Is there a workaround to be able to export Reports?


  • New Participant
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Does anyone have a solid work around to export reports, including all the charts, as they appear in Intercom? I'd like to share these with internal stakeholders who don't have access to Intercom.

Currently, only function is to download the underline data or screenshot the report 😅 - where is I really just want to send the report to stakeholders.

Best answer by Nur Nahid

Intercom currently doesn’t offer a direct feature to export reports with charts as they appear in the dashboard. However, here are a few workarounds you can try

 

Custom Report Exports
   - Download the underlying data and use tools like Excel, Google Sheets, or Tableau to recreate the charts. These tools also allow you to customize the visuals before sharing.

Automated Screenshots
   - Use browser extensions or tools like CloudApp, Snagit, or ShareX to take and annotate screenshots of the reports. These can be compiled into a PDF or presentation for easy sharing.

Embed Reports in Presentations
   - If you frequently share reports, you can create a template in PowerPoint or Google Slides where you embed screenshots alongside data insights, making it easier for stakeholders to review.

 

While none of these are one-click solutions, they allow for tailored reporting that meets your stakeholders' needs effectively.

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Nur Nahid
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  • 95 replies
  • Answer
  • January 14, 2025

Intercom currently doesn’t offer a direct feature to export reports with charts as they appear in the dashboard. However, here are a few workarounds you can try

 

Custom Report Exports
   - Download the underlying data and use tools like Excel, Google Sheets, or Tableau to recreate the charts. These tools also allow you to customize the visuals before sharing.

Automated Screenshots
   - Use browser extensions or tools like CloudApp, Snagit, or ShareX to take and annotate screenshots of the reports. These can be compiled into a PDF or presentation for easy sharing.

Embed Reports in Presentations
   - If you frequently share reports, you can create a template in PowerPoint or Google Slides where you embed screenshots alongside data insights, making it easier for stakeholders to review.

 

While none of these are one-click solutions, they allow for tailored reporting that meets your stakeholders' needs effectively.


  • Author
  • New Participant
  • 1 reply
  • January 15, 2025

Thanks Nur,

Was hoping that there was a better work around than screenshots or rebuilding external to Intercom.

Feels like it was a waste to build in intercom first 😅, should have checked if I could export before I started 😂


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