After using Reports to generate a set of overlapping records, you want to export the results for use in Excel, Google Sheets, or another application.
Please note if your plan is listed below there is a max CSV export size:
Free Forever Explorer Plan: record count must be under 100 to export report
Connector Tier: record count must be under 1000 to export report
Crossbeam offers the ability to export any result set from the Report page to a CSV file. To export your results, simply click on the "Export" button located at the top right of the result set.
After clicking the export button, you will be presented with a message that the export has begun and you will be emailed when it is complete. This asynchronous process allows us to ensure that large exports are handled efficiently and that you have a secure link you can use to access the file later.
The email containing your link will typically arrive in just a few minutes. If more than an hour has passed without you receiving your export, contact email@example.com and we will help you resolve the issue
The export format is a standard CSV, which can be opened in Microsoft Excel, Google Sheets, or uploaded into most analytics tools.
The export itself contains the columns you have configured in your report. Below are examples of columns you may want to export.
Our Populations. A list of every population in your account where this record appears. Multiple records are separated by the vertical pipe ("|") character.
Partner Populations. A list of every partner population where a matching record appears. Multiple records are separated by the vertical pipe ("|") character.
Num Matches. The total number of partner populations where a matching record was found. This will match the number of populations listed in the Partner Populations column.
Overlap Time. This is the precise timestamp of the most recent instance of a new overlap being created for this record.
Your Data (multiple columns). One column for each field associated with this record in your data. This will be limited to fields tracked by Crossbeam. The names of these columns take the form "Object <> Field" (i.e. "Account <> Region" would indicate the Region property on the account object associated with this record).
Partner Data (multiple columns). One column for each partner/population/object/field combination where there was data shared in this data set. (i.e. "Michael Scott Paper Co. <> All Leads <> Lead <> Region" would indicate the Region property on the Lead object associated with data shared from the All Leads population of Michael Scott Paper Co.
You can also extract this same data programmatically using our REST API.