Reports & Export

Reports lets business admins create a selected report and request its Excel files. Reports and the Download Center are in Business Settings.

Create a report

1. Open Reports.
2. Choose one of the eight report types, its date range, and the page size (10, 25, 50, or 100 rows).
3. Select Generate Report.

Generate locks the report type, start date, end date, business timezone, and page size for that result. Changing the form afterwards does not change the generated result or its export request. The table is paginated and may show more than one section; for example, Bot Performance shows Bot Summary and Node Detail.

The data is queried again when an export is generated. Statuses can therefore advance after you view the screen, while the selected type, period, timezone, and column layout remain the same.

Request an export

Use Export Excel for Detail or Export Summary Excel for Summary. Both exports are queued in the background, including small reports. Summary contains only the selected report, not every report type.

You can leave the page after requesting an export. Open Download Center later to check its status.

Download Center

Each export keeps its immutable context: selected report, Detail or Summary mode, requested period, creator, filename, status, row count, file size, creation time, and expiry.

When a file is ready, download it from the Download Center. The download uses your authenticated, tenant-scoped access; do not share or rely on a signed URL. Business admins can see exports for their business, while other users see only their own exports.

If an export fails, read the safe failure message in Download Center and use Retry to create a new request with the same validated selection. A legacy report that lacks valid report details cannot be retried safely; create a fresh report and request a new export instead.

Files expire after their displayed expiry time. Download files you need before then. You can delete an export when it is no longer needed.