<aside> 💡

EdgeTier allows the export of certain data from the platform as .CSV files

</aside>

Overview

Exporting data allows you to use data from EdgeTier in reports, presentations and analysis. The most common use cases are:

1. Exporting the Explore custom chart table to use the data split in presentations
2. Exporting a .CSV of an interactions table for further analysis
3. Bulk exporting reviews data as a .CSV for performance cycle analytics

What happens when you click "download"

Across EdgeTier, namely the Reviews table, the interactions table, and Explore's custom chart table, all have a CSV download option.

The flow is mostly the same in each case:

1. You apply your filters, then click the download button.
2. You're shown a modal to select which fields/sections to include (e.g. question details, metrics, tags, customer details, interaction content). Without filters applied, the file will contain exactly what is in the table on your screen.
3. For Explore Tags and Agents (10,000 row limit):
   1. Your file is generated and downloaded live in your browser.
4. For Explore and Reviews (200,000 row limit):
   1. Clicking confirm kicks off a background export job. The file isn't generated live in your browser
   2. Once the job finishes, the CSV is written to a secure S3 bucket (Amazon's cloud file storage)
   3. You receive an email with a download link pointing to that file in S3.

This is why some exports don't download instantly the way a small file would . EdgeTier is assembling the CSV server-side rather than building it in your browser tab, which is what allows large exports (thousands of rows, full conversation content, etc.) to complete reliably without timing out or freezing the UI.

ℹ️ Because the file lives in S3 and is only accessed via the link in your email, treat that link like any other document link. Don't forward it externally if the export contains customer or interaction content.