Nimbata gives you two ways to export your data: you can export your call activity as a spreadsheet, or download individual charts from any dashboard report. You can also receive recurring summaries of your call activity by email.

Note

If you want your call data updated automatically without manual exports, use the native Google Sheets integration instead.

Export call activity

You can export your Nimbata call activity as an Excel or CSV file for offline analysis, reporting, or sharing with your team. The export reflects exactly what is visible in your current view, including any filters, date range, and columns you have configured.

  1. Open the calls view you want to export

    • Go to ActivityCalls.
    • Select the view you want to export from the tabs at the top (for example, Completed Calls, Only Answered, or a custom view).

  2. Set your date range and filters

    • Use the date range picker to select the period you want to export.
    • Apply any additional filters if you only want a subset of calls.

  3. Configure the columns you want included

    • Click the three-dot menu in the upper right.
    • Select Edit columns.
    • Add or remove columns as needed; only the columns in your Selected list appear in the export.
    • Close the dialog with its X.

  4. Export the data

    • Click the three-dot menu above the list and select Export data.
    • In the Export Calls dialog, pick .xlsx or .csv under Format, then click Export.
    • If every row is already loaded on screen, or you ticked the rows you want, the file downloads straight away. Otherwise Nimbata prepares it on the server and gives you a download link, in the app and by email. The link works once and expires after 24 hours.
    • With the Transcription column, the export always runs on the server with the view’s filters, so ticked rows are ignored: filter the view to the calls you want first.
    The Export Calls pop-up shows the file name and how many rows it holds: pick the format, then click Export (1).

You can also export the data behind the Trends chart as Excel or CSV: the number of calls per day (or week, or month) for each series, not one row per call. For call-by-call data, use Export data in Activity > Calls.

  1. Go to the Trends report

  2. Set the date range

    • Click the date range picker.
    • Select the period you want to export.
    • Click Apply.

  3. Download the dataset

    • Click the three-dot menu in the chart’s top-right corner.
    • Under Download, pick CSV or XLSX.
    1
    • Download
    • PNG
    • JPEG
    • PDF
    • SVG
    • CSV
    • XLSX
    • Remove widget
    Daily · Call Trend · 154 Calls
    DayLineby Tracking Source
    • Google Ads
    • Organic Search
    • Facebook Ads
    • Direct
    as %
    Open the chart's three-dot menu (1), then pick CSV or XLSX under Download.

    The file downloads automatically to your browser’s default download folder.

🎉 Your call activity is exported and ready to open in Excel, Google Sheets, or any data tool.

Detailed guide: Call views
Detailed guide: Filter call views
Detailed guide: Google Sheets

Download charts

You can download any chart from a dashboard report as PNG, JPEG, PDF, SVG, CSV, or XLSX.

  1. Open a dashboard report

  2. Set the date range

    • Click the date range picker.
    • Select the period you want to analyze.
    • Click Apply.

  3. Download the chart

    • Click the three-dot menu in the top-right corner of any chart.
    • Under Download, pick your format: PNG, JPEG, PDF, SVG, CSV, or XLSX. Table widgets offer CSV.
    1
    • Download
    • PNG
    • JPEG
    • PDF
    • SVG
    • CSV
    • XLSX
    • Remove widget
    Call Outcomes
    by Call Outcome
    • Answered
    • Not Answered
    • Blocked
    Every chart has the same three-dot menu (1): pick the format under Download.

🎉 Your data is exported and ready for analysis.

Detailed guide: Export call activity
Detailed guide: Google Sheets

Scheduled email reports

Scheduled Email Alerts automatically send you recurring summaries of your call activity (inbound call and form submission summaries, missed call reports, GA pool status) directly to your inbox. Use them to configure, schedule, and send automated email reports to your team.

  1. Go to Scheduled Emails

    • Go to WorkspaceScheduled Emails and click Add.

    Scheduled Emails

    Email call reports to you and your team on a schedule.

    Search
    Scheduled Emailfor ProjectOpt-In
    Weekly call reportHarbor & Pine Plumbing
    Monthly missed callsshared by jordan@harborpine.exampleHarbor & Pine Plumbing
    Your scheduled emails are listed here: click Add (1) to set up a new one.

  2. Configure your scheduled email report

    • Choose your Report Type: Inbound Call Summary or Inbound Missed Calls Report. Form Submission Summary is offered for projects with form tracking, and GA Pool Status for projects with Google Analytics connected. GA Pool Status asks for the Google Analytics Account and Google Analytics Property, a Lookback Days period and a Threshold (%), and alerts you when GA’s recommended pool exceeds that percentage of your current pool.
    • Schedule your report (daily, weekly, or monthly; GA Pool Status is daily or weekly) and Group your report’s rows by Project, Tracking Number, Channel, UTM Source / Medium, UTM Source, UTM Medium, UTM Campaign or Tags. The Inbound Missed Calls Report can only be grouped by project, and inside a single project the Project option isn’t offered. You can pick more than one report type.
    • Content: tick Include link to full report if you want the email to link to your full report.
    • Select your recipients: select the users who receive the report. You can also include yourself in that list with the option below the selection drop-down menu.
    • Click Create. Once the scheduled email is created, its page shows Send Test, which saves your settings and sends you a test email.

    Add Scheduled Email

    Set up a new scheduled email.

    Report TypeChoose what kind of updates you want to receive
    Select report type:
    Inbound Call Summary
    ScheduleSet how often and how data should be grouped
    How frequently should this email go out?
    Weekly
    Group rows by:
    Channel
    ContentChoose what appears in the email
    Include link to full report
    RecipientsChoose who should receive this email
    Who should receive this email?
    Jordan Lee
    Include myself (sam@harborpine.example) in this email
    Pick the report type, the schedule and grouping, the content and the recipients, then click Create (1).

  3. Add more scheduled email reports (optional)

    • Once the first scheduled email has been created, you can edit it, or create more from the Scheduled Emails page by clicking Add at the top right of the page.
    • You can also delete a scheduled email by selecting it and clicking the red bin icon.

🎉 All set! Your scheduled emails are sent on your selected schedule.

Email summaries

Email summaries and Scheduled Emails are the same feature. The old Account Settings > Email Preferences page now opens WorkspaceScheduled Emails, and you set up a daily, weekly or monthly summary there: see Scheduled email reports above.

Tip

For real-time emails about individual calls or texts instead of a periodic summary, see Email Alerts.