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Reports and Exports

Reports and exports help you distribute insights beyond MiaRec dashboards—for example to BI tools, spreadsheets, or operational reviews.

Common export use cases

  • weekly CX summary: CSAT distribution + top issues
  • QA tracking: low QA score conversations for coaching
  • sales coaching: top objections and next actions
  • operational triage: export “CSAT < 3” list for follow-up

What to export

Most teams export: - conversation metadata (date, agent, queue, channel) - transcript/thread (if permitted) - key Custom Fields (CSAT, sentiment, topics, churn risk) - explanations (if available)

Export options vary by deployment. Common capabilities include:

  • CSV export of conversation lists with selected fields
  • Custom Fields included in exports (CSAT, sentiment, topics, etc.)
  • Transcript export may be available depending on permissions

Contact your provider for specific export capabilities and scheduled report options.

EDITOR NOTE: export capabilities

We need to confirm:

  • What export formats are supported (CSV, XLSX, PDF, API)
  • Whether exports include transcripts and AI explanations
  • Whether exports can be scheduled

Ask product (choose all that apply):

1) Export formats: - A) CSV - B) Excel/XLSX - C) PDF - D) API access - E) Webhook

2) Scheduling: - A) Scheduled reports supported - B) Manual exports only

3) Transcript inclusion: - A) Always included - B) Optional - C) Restricted by permission

4) AI explanations: - A) Exportable as fields - B) Not exportable - C) Exportable only in detailed view

Best-guess recommendation:

  • CSV export of conversation list with selected fields + optional transcript and explanation columns (permissioned).