Several organizations use a dedicated BI tool to visualize data and generate reports from multiple/various software tools that are used across an organization. Viewing such consolidated data on a single dashboard will provide the management with a clear picture of what’s happening in the organization. In order for this to work, relevant data from multiple business tools need to be exported and pushed into the BI tool for generating reports.
The data export feature in the Freshsales Classic allows you to schedule the export of data and feed it into your BI tool either through a downloadable file or an API URL.
Scheduling an Export
In order to schedule a data export,
Login to the web application and on the left navigation bar, go to Analytics > Settings
In the Settings page, choose the Data Export tab and click Create Export
Give the Export a name and choose the module
Choose the scheduling interval - monthly, weekly or daily. You can also choose the specific time and timezone
Under Basic filters, using OR/AND filters, narrow down on the sales activity or record type that you want to choose. You can also choose to use Advanced filters.
Click Apply and choose the fields under each sales activity or record type
Under Receive At choose the type as API