Download Customer Journey Analytics data
You can download Customer Journey Analytics data to your personal workstation. This can be in the form of copied data, CSV, or PDF. A PDF is typically preferred if you want visualizations included in the downloaded file. CSV and copied data is preferred if you simply want plain-text data.
Other methods of exporting Customer Journey Analytics data are also available, as described in Export overview.
Download as CSV or PDF download-project
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Do either of the following, depending on what format you want the download to be in:
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PDF: Select Project > Download PDF.
Choose this option if you want the downloaded file to contain all the displayed (visible) tables and visualizations in the project.
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CSV: Select Project > Download CSV.
Choose this option if you want the downloaded file to be plain-text.
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(Conditional) If you chose to download a PDF, a message is shown after the project is ready to be downloaded. Select Download.
For project downloads, keep in mind:
- The project can be saved or unsaved when you request a project download. However, only saved projects can be scheduled.
- PDFs downloaded in the browser can take several minutes to export because the project is re-run on Adobe servers before rendering in PDF format. We recommend not leaving the project until the PDF downloads in your browser. However, you can continue to make changes to the project while you wait. If a PDF takes longer than 5 minutes to render, you will be prompted to email it instead.
- PDF downloads are rendered as a single page with no pagination applied.
- When a project is rendered to PDF, we render what is on the page. If a project has custom-sized visualizations and panels, you need to change them to be auto-sized (button in top-right corner) so that there will be no truncated content.
Copy to clipboard (hotkey: Ctrl+C) copy-data
The right-click option Copy to clipboard lets you quickly copy Customer Journey Analytics data from Workspace and paste it in a third-party tool.
- If you want the displayed table copied, right-click the table header and choose Copy data to clipboard.
- If you want a subset of data copied, make a selection in the table and then right-click > Copy selection to clipboard.
Ctrl+C to copy your selection to the clipboard, then use Ctrl+V to paste it into a third-party tool.
Download as CSV download-data
The right-click option Download data as CSV allows you to download a table of Customer Journey Analytics data or the data source of any visualization as a CSV.
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From the header of any table or visualization, right-click and choose Download data as CSV. This downloads the displayed Customer Journey Analytics data in the table or the underlying data source for a visualization as a CSV.
note note NOTE Note: the Map visualization does not support this option. -
Within a table, right-click and choose Download selection as CSV. Only the selection is downloaded with this option, as opposed to the full, displayed table.
Download items as CSV download-items
If you want to analyze more than the visible 400 rows of data in a table, right-click the table header or any row and select Download items as CSV (Dimension name). This option exports up to 50,000 dimension items (based on the table sort) for the selected dimension, with sort options and filters applied. If you chose this option from the top of the table, the first dimension in the table will be exported. While no limits are enforced in the freeform table, it is recommended that the Download items option be used in tables with less than 20 columns to ensure optimal performance.
You can multi-task within the project and even navigate to a new Workspace project in the same tab while the download is in progress. The download pauses if you open a new browser tab. The download is canceled if you leave Workspace completely or close the browser tab.
Downloaded items file items-file
Features of the table will be applied to the downloaded file as follows:
- All panel filters are applied as filters.
- Breakdowns above the selected dimension in the table are applied as filters above each column.
- Breakdowns below the selected dimension in the table are removed.
In the example above, Page items are downloaded with the panel filter (New Visitors Customers) and components above (Marketing Channel = Email) applied as filters, and the components below (Mobile Device Type) removed from the downloaded CSV.
Download notifications notifications
As the file downloads, you will see an informational notification with the progress. At any time, you can cancel the download by clicking Cancel download. Closing the toast will not cancel the download.
Once the file completes, you will see a completion notification and the file will download to your browser.
If you request more than one download at a time, you will receive a notification that each additional download will be queued until the prior download completes.
Download sensitive data sensitive
If the Enforce Download data governance policy is turned on in the data view you are reporting on, any download (such as emailing or sharing PDF files) of Workspace projects will hash the data fields labeled as sensitive. You can still do analysis on these fields in Workspace, but if you try to email or otherwise share a project, the blocked fields will appear as empty in the .pdf or .csv file.