Export & Download in Convert: Understanding the Different Export Types
Choose the right export: PDF, CSV (Daily/Aggregated), Raw Data, and the new Airtable-friendly Tabular CSVs.
IN THIS ARTICLE YOU WILL:
-
Find the export menu
-
Compare export types
-
Use Tabular CSVs
-
Know the columns
-
Choose the right export
-
Import to Airtable & more
-
Understand file names
-
FAQs
This guide explains every export option available in Reports → Export & Download and helps you pick the right one for sharing, analysis, or importing to third‑party tools like Airtable, Notion, Coda, and Monday.
💡 Tip : Your export respects the date range, selected goals (CSV types), and any Segment currently applied in the report.
Find the export menu
-
Open your Experience and go to the Report tab.
-
Click the ⋯ (More) menu → Export & Download.
-
Choose one of the options below and click Download.
Compare export types
Export type | What you get | Best for |
PDF Export | A nicely formatted PDF snapshot of the report (charts, summaries, key metrics). | Sharing with stakeholders, presentations, audit history. |
CSV Daily Report | Daily time‑series metrics in CSV, one row per date/variation/goal (for the chosen goals). | Trend analysis over time in spreadsheets/BI. |
CSV Aggregated | Aggregated (date‑range total) metrics in CSV, one row per variation/goal. | Quick spreadsheet analysis of the selected range. |
Export Raw Data | Event‑level tracking data for the experience, suitable for custom pipelines. | Data science, custom attribution, external warehouse |
CSV Aggregated Tabular(new) | Aggregated metrics in a strict tabular CSV. First row is column headers. Columns use consistent, machine‑friendly names and data types. | Importing to Airtable/Notion/Coda/Monday, no cleanup required. |
CSV Daily Tabular(new) | Daily time‑series in a strict tabular CSV (first row = headers). Same column naming as Aggregated Tabular, with a Date column. | Daily syncs into third‑party tables and dashboards. |
Use Tabular CSVs
Traditional CSV exports are great for spreadsheets, but many external apps expect a single, flat table with headers on the first row and predictable column types. The two tabular formats are designed for that:
-
Header‑first, single table: No preface text or multi‑section layout. The first row always contains column headers.
-
Predictable columns & types: Metrics appear as plain numbers (not percentages formatted as text). This reduces type‑mismatch errors when importing.
-
Stable naming: Consistent column names/order so recurring imports and automations don’t break.
-
Third‑party friendly: Tested to import smoothly into Airtable, Coda, Notion, and Monday when you use their “use first row as headers” (or equivalent) option.
Know the columns
Exact columns depend on the goals selected and the report context, but you can expect a compact set such as:
-
(Daily Tabular only):
date
-
Experience & variation:
experience_id
,experience_name
,variation_id
,variation_name
-
Goal info:
goal_id
,goal_name
-
Traffic & conversions:
users
,conversions
,conversion_rate
-
Revenue when applicable:
revenue
,revenue_per_user
📒 Note:
-
Daily vs Aggregated: The Daily versions include a
date
column (one row per day). Aggregated versions include totals for the selected date range. -
Segments & filters: If you’ve applied a Segment in the report, the export contains data for that same segment only.
Choose the right export
-
I need a shareable snapshot → PDF Export
-
I want a day‑by‑day trend → CSV Daily or CSV Daily Tabular (use Tabular if you’ll import to other tools)
-
I want a quick total for this date range → CSV Aggregated or CSV Aggregated Tabular
-
I’m building a pipeline or advanced model → Export Raw Data
Import to Airtable & more
-
Use the Tabular formats for the smoothest import (first row is headers; flat schema).
-
UTF‑8 encoding: Files are UTF‑8. If you see odd characters, set the import encoding to UTF‑8.
-
Headers option: In Airtable and similar tools, enable “first row is header” during import.
-
Data types: If your tool auto‑detects types, keep
conversion_rate
as a number/percent andrevenue
/revenue_per_user
as number/currency.
Understand file names
CSV files include the experience ID and date range for traceability, e.g.
Experiment-Aggregated-Tabular-<experience_id>-(YYYY-MM-DD hh_mm_ss TZ - YYYY-MM-DD hh_mm_ss TZ).csv
FAQs
Do tabular exports include the same metrics as the non‑tabular CSVs?
Yes. They contain the same metrics, presented in a flat, machine‑readable layout.
Can I limit the export to specific goals?
Yes. Use the Report Goals selector in the export dialog to include only the goals you care about (applies to CSV formats).
Will the export include my current segment filter?
Yes. The export follows the segment shown in your report.
I need event‑level data (visitor/goal hits). Which export is that?
Use Export Raw Data and process it in your data store/BI tool.