All reports in RetentionX are always available directly in your account. However, there are many situations where you may want to export reports or raw data—for example, to include insights in presentations, share results with external stakeholders, or run additional analysis outside of RetentionX.
To support these use cases, RetentionX provides a simple and flexible Download function for charts and data tables.
How to Export Data
Exporting data or visualizations from RetentionX only takes a few steps.
Step 1: Navigate to the Report
Open the report you would like to export. All exports are always based on the currently selected report view, including applied filters, segments, and date ranges.
Step 2: Open the Export Menu
In the top-right corner of the report, click Download.
Step 3: Choose the Export Format
Depending on your use case, you can select between two export options:
PDF (Chart Export)
Export the visual chart exactly as displayed in RetentionX. This format is ideal for presentations, slides, and sharing insights with external stakeholders.CSV (Data Table Export)
Export the underlying data table for further analysis. This format is best suited for spreadsheet-based analysis and custom calculations.
When exporting a data table as CSV, you can further customize the export. You can choose whether to:
Export all columns, or
Export only selected columns, depending on what data you need
Once you confirm your selection, the export is generated immediately and downloaded to your device.
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