Campaigns, documents, and advanced features
Export tracking reports to CSV
Elite support2 min readThe quick answer
Use the export available for the report, plan, and role after setting its date and account scope. Privacy protection and retention can make some network fields unavailable.
Export activity data
Choose the report and scope
Open the relevant email, link, document, or team report. Set the account/team scope and date range first.
Use the available export
Choose Export/CSV where the report exposes it and your plan/role permits it.
Review the file
Check the headers, dates, classification, and recipient scope. Missing network fields can be the result of privacy protection or shorter network retention.
Store it appropriately
Keep exported recipient information under your organization's access and retention policy. Deleting it in Elite does not delete copies elsewhere.
IN YOUR WORKSPACE
What it looks like
Reports use the current account and date scope when showing available evidence.
- Report filters
Choose the period that includes the message you sent.
- Signal mix
Keep likely-human activity separate from privacy and automated signals.
- Tracked messages
Open a message row to inspect its individual event timeline.
