The Download Manager

The Download Manager is disabled by default and must be enabled by your team Admin.

The Download Manager provides a central location to access and manage both exported files and scheduled exports. Exported files are created using the Download option available in a variety of features in Qrvey Composer, including Analyze, Dashboards, Automation, Subscriptions, and Pixel-perfect Reports. Types of exported files include images (JPG, PDF), data (CSV, Excel, PDF), and reports (PDF). The exported files are stored in AWS, and they are automatically deleted after seven days.

Browse and Manage Downloads

A list of all the current user's exported files and scheduled exports is displayed, along with information about each file including file type, file name, size, creation date, and expiration date. To view additional details about an export, click its three-dot menu, and click More Info. You can perform the following tasks:

• To download a file, click its Download link. The file will download to your computer.
• To delete a file, click its X icon.
• To sort the list, click a column header, and then click its UP or DOWN arrow.
• To filter the list, click the Filter by box and select a filter option.
• To search for a file, enter a search string in the Search box.
• To schedule an export at a specified time, or to manage a scheduled export.

The Download Manager is an embeddable widget. Click the Embedding Options button to obtain the helper code. Note that the Download Manager widget must be embedded separately from other widgets. It is not accessible directly from other widgets. For more information on embedding widgets, see Embedding Overview.

Exports

Qrvey supports exporting Qrvey Assets in a number of formats for further reporting and analysis.

This example image shows controls for two types of exports:

• The Three-Dot Menu > Download > [Export Type] will create and export for that specific chart.
• The Download Icon in the Toolbar will create an export for the whole Dashboard.

Exports are available as follows:

Context / Format	CSV	CSV Summary	JPG	PDF
Dataset > Analyze > Tabular View	yes	no	no	no
Dataset Analyze > Other Views	yes	no	yes	yes
Dashboard Builder	yes	no	no	yes
Published / Embedded Page	yes	no	no	yes
Chart Panel	yes	yes	yes	yes
Summary Panel	yes	no	yes	yes
Workflow > Email Attachment	no	no	no	yes
Pixel Perfect Reports	no	no	no	yes

By default, if any “Max” limits (Max Data Points, Max records, Max columns, Max rows, Max slices, and Max groups) have been applied to a chart, those limits also apply to the exported data. You can customize data export settings using the Update Export Settings API.

CSV

The option to export data in CSV format is available in the following contexts, and its behavior differs slightly in each.

• CSV in Dataset Analyze Views — Navigate to the desired Dataset > Analyze view and click the Download icon in the top right corner of the page. In this context, we are working with all of the data from a single dataset: the one that we are analyzing. Hence, the CSV export will be a single file that contains the entire dataset, with any sorting and filters that have been applied to it within the current view.

• CSV in Dashboard Builder — Navigate to the desired Dashboard and click the Download icon in the top right corner. In this context, we may be working with multiple datasets, and not every column of these datasets may be used in the charts on the dashboard or report. In this case, separate CSV files for each dataset are exported, and each file contains only the columns that are being used.

  Note: In the Dashboard Builder, the data downloaded is the “raw” data behind the visualizations and not aggregated in the same way that it appears in the visualizations. For aggregated data, use the CSV Summary export.

• CSV in Published Pages & Embedded Widgets — In the context of a widget or published dashboard, use the Subscribe to Exports button. The download option is enabled in Composer's Published Pages as long as the authenticated user has permissions to export, and within Widgets as long as it has not been disabled through the widget config.

• CSV in Charts & Panels — In the upper-right corner of each panel inside Dataset > Analyze views, as well as the panels that have been placed in dashboards or reports, you’ll find a download option for the individual panel/visualization. The CSV export option for panels only includes the raw data (unaggregated) for the columns that are used in the chart. As a result, CSV export of summary panels will contain only the one column that is summarized in the summary chart.

CSV Summary

CSV Summary is available for most charts. It exports the aggregated data, as it appears in the chart. For example, while the CSV export of the Order By Quarter chart in our example contains the raw underlying data for the columns, the CSV Summary export for the same chart contains the same two columns, but Total Order is aggregated, just as it is in the chart.

JPG

JPG exports are available from the chart and summary panels as well as all of the Dataset Analyze views, except the Tabular view. Being a design or layout export option, the exported visuals will be downloaded as they appear at the time of export and may include scroll bars or show only the part of the charts that are visible within the panels. Essentially, the JPG export looks exactly like a screenshot of the visual.

The following image shows the JPG export results of the Customers dataset’s Summary view. As observed in the image, the dataset contains 122 records, but only the first 13 are shown in the Country panel.

PDF

There are two ways to export in PDF format:

• Layout Mode — supported everywhere and produces a result visually similar to a JPG export.
• Data Mode — a second option only available for table charts. The table's data is exported similar to a CSV export, but in PDF format. There is a 30,000 row limit on the exported table.

PDF exports are not available in Dataset > Analyze > Tabular View, but can be found in the same menu as the other exports everywhere download is possible.

Schedule an Export

The Download Manager enables you to automatically produce exports at specified intervals and send them to an email address. The Schedule option is available from the Export dialog that displays when you perform an export. Once created, you can then view, manage, and download your scheduled exports using the Download Manager.

1. Navigate to the visualization you'd like to schedule to export and click the Export Data button in the top toolbar. The Export dialog displays.
2. Optional: To ensure the uniqueness of the file name of the export, under For Uniqueness Concatenate, select Date and Time. Date and time values will be automatically appended to the file name.
3. Click the Schedule link. If this link does not display, your user account does not have the Exporting and Scheduling Exports permissions, which is configured in Qrvey Admin Center. The Scheduling section displays in the Export dialog.
4. In the fields provided, select the desired date and time of the export.
5. To create a recurring schedule, select Repeats. The Export dialog updates to display the necessary fields for scheduling recurrence. Complete the fields to define the schedule.
6. Click Schedule. The export will be performed at the scheduled time, and the exported file will display within the Download Manager.

In Qrvey Composer, exports are sent to the email address of the Qrvey Composer user. To display the email address for a scheduled export in Qrvey Composer, open Download Manager, locate the export in the list, click its three-dot menu, and click More Info. The email will be listed in the Owner field.

In Embedded Widgets, exports are sent to the email specified in the widget’s configuration object, using the widget's authenticatedSession.email property. If an address is not specified in the configuration object, the exports are sent to the email address associated with the user ID.

Subscribe to Exports

Within a Dashboard View Widget or a published Dashboard, there is also an option to enable end-users to Subscribe to Exports.

Manage Exports

To manage a scheduled export, locate it in the list, and click its three-dot menu. The following options display:

• Edit Schedule
• Pause/Restart Schedule
• Delete Schedule
• More Info — Displays a summary of the export, including the following information:
  • The frequency of the schedule.
  • The email address of the owner of the schedule.
  • The associated Qrvey application.
  • Path that identifies the chart that is being exported.

Enable and Disable Exports

In Qrvey Composer, the Schedule Exports feature is disabled by default. To use it, your user account must have Exporting and Scheduling Exports permissions, which are configured in the Qrvey Admin Center.

In widgets, the Schedule Exports feature is enabled by default. To disable this feature, set the following parameter to true in the widget’s configuration object:

featurePermission: {
    downloads {
        hideSchedule: true
    }
}

Export from Workflows

As explained in the Actions - Send article, dashboards, reports, and individual table charts on dashboards can be exported automatically and the results can be attached and sent to the selected recipients with the Send Email action.

Notes:

• All of these exports are in PDF format.
• Dashboards and reports are exported in PDF layout and charts in PDF data mode.
• Any number of reports can be attached, but they have to be selected individually.
• One or more dashboards can be attached by selecting them from a checkbox list.
• When selecting charts to attach to an email, only table charts are listed in a checkbox list under each used dataset that has such a chart. Any number of these charts can be selected.
• All chart exports adhere to their applied filters and other configuration settings.
• Additional filters can be applied to any exported item using the filters icon in the dropdown.

Pivot and Export Data

You can pivot any Managed Dataset for export and download in CSV format.

1. Navigate to Advanced Settings > Pivoting for Analysis and configure as desired.
2. Next, navigate into the Dashboard module then open any dashboard.
3. Click Download in the dashboard toolbar area. A dropdown menu will appear.
4. Select Dataset. A modal will appear.
5. Under Dataset, choose a desired dataset that has been configured for pivoting.
6. Then, a radio toggle Pivoting: Yes / No will appear within the modal. Click Yes.
   If No is selected, the un-pivoted version of the dataset will be exported.
7. Configure all other fields as desired.
8. Click Export Now to process and download your pivoted dataset as a CSV file. Note: A limit of 100 columns will be generated from the Pivot Column.