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  2. How To Use EDITED Digital & Omni
  3. Getting Started: Exporting, Sharing, Saving & Downloading

Digital/Omni: How To Export Analysis

 

You can export the data from specific analysis tools within EDITED Digital and Omni. 

Clicking on the Download icon will allow you to export the data out of EDITED to combine with further data sources, put into business-specific formatting, and more. 

 

What is the Format of the Exports?

There are two different ways to export your analysis and data. 

 

 

Option 1: Download your analysis as a CSV file. Clicking this will download a CSV file that can be opened in your preferred software, e.g., Excel. 

Option 2: Schedule an export via an API. You will be asked to update the following: 

  • Export Name
  • Publish: How often should the data be exported?
  • Reporting Period: What time period should the data report on?
  • Compare To: Should the data compare to last year, week, or target? 
  • Select one of two Delivery Methods: collecting from DynamicAction (EDITED’s) API or Delivering to the Client endpoint.

 

Screenshot 2024-09-03 at 15.43.10

  • Click Schedule Export at the bottom right.

You can ONLY export the below analysis tools through CSV and Export API:

  • Dashboards: Profit Trees and Order Waterfall.
  • Insights: all analysis tools.
  • Basket Analysis: Basket Overlaps and Basket Reports.