Exporting data on DailyBot

You can export both organization and user data.

The data export feature is managed from the web dashboard and you will receive an email with an attachment once the export is ready.

Exporting the organization data

1. Go to the top menu > Organization, click the right "⋮" icon to show the drop-down, and click Export data

2. A modal window confirming the export will show, click Export data to complete the request

We will send you a confirmation email with a direct link for you to download your data. DailyBot collects the following data about your organization:

• Organization identification data (as seen in the org settings)
• Team and members basic info
• User reports
• Motivation metrics (if enabled)

Exporting reports

To export check-ins and related data, follow these steps:

1. Go to Check-ins in the top bar and click the right "⋮" icon to show the options

2. Click the Export data option to open the export modal window

3. Choose a format between XLSX (Excel), CSV and PDF, and select a range of dates to export your file with these parameters

4. You're set. Export should start automatically!

Exporting user data

1. Go to the top menu > Settings > My User profile > click the right icon to export your data

2. A modal window confirming the export will show, click Export data to complete the request

We will send you a confirmation email with a direct link for you to download your data. DailyBot collects the following data about your organization:

• Basic user data (as seen in your profile)
• Reports you've filled in
• Motivation metrics answers

FAQs

• What can I export in DailyBot?

R./ Data related to your account or organization (admin) and check-ins. DailyBot lets you manually export the data of your check-ins, but you also have the automated alternatives:

1. Webhooks: you can set them up so that you can receive check-in responses as they happen, this may require some coding from your end, but I believe it'll be possible for you to use this feature and put the data in Grafana
2. Zapier: we have a Zapier integration and perhaps you can use it, together with other Zaps to get the data in Grafana

You can find more information here:
https://www.dailybot.com/pages/api-webhooks
And on Zapier here:
https://www.dailybot.com/pages/integrations-zapier

• What formats can DailyBot export to?

R./ PDF, CSV and XLSX. Currently CSV and XLS will only allow you to export check-ins one by one. The only report that will let you export aggregated data from various check-ins is the one in PDF.
This PDF report is currently limited to the Standard plan, but very soon it will be available also in the Basic plan.

• How can I filter my export results?

R./ You can create a export file based on two conditions: file formats and dates. Available formats include PDF, CSV and XLSX (Excel). Also, you can select a range of dates for each check-in you want to export to aggregate the data in the file.

• How can I export all the kudos of my team?

R./ You can only visualize the information related to the kudos you've given/received online. There's no way, like with check-ins, to export (or even see) everyone's kudos from the web app. It was designed this way due to privacy concerns, however based on your feedback we might add the option to do this later down the line. In the meantime, submit a ticket, we might be able to help!

• Can I export my commands data?

R./ This isn't possible at the moment from the app. There's no ETA about this feature, if you have any use case for this and you'll like us to consider it, please submit a ticket.

Still have some questions? Submit a request and we'll follow up.