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 various features of 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 saved in cloud storage and are automatically deleted after seven days.

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 select More Info. You can perform the following tasks:

• Download a file: Click its Download link to save it to your computer.
• Delete a file: Click its X icon.
• Sort the list: Click a column header, then click its UP or DOWN arrow.
• Filter the list: Open any Filter by box and select a filter option.
• Search for a file: Enter a search string in the Search box.
• Schedule an export: 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 various formats for further reporting and analysis.

This example image shows controls for two types of exports:

• The Three-Dot Menu > Download > [Export Type] creates an export for a specific chart.
• The Download Icon in the Toolbar creates an export for the entire 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
Dashboards	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, with slight behavioral differences:

• CSV in Dataset Analyze Views: Navigate to the desired Dataset > Analyze view and click the Download icon in the top-right corner. This exports the entire dataset with any applied sorting and filters.

• CSV in Dashboards: Navigate to the desired Dashboard and click the Download icon. Separate CSV files for each dataset are exported, containing only the columns used in the charts.

  Note: The data downloaded is the “raw” data behind the visualizations, not aggregated. For aggregated data, use the CSV Summary export.

• CSV in Published Pages & Embedded Widgets: The download option is enabled in Composer's Published Pages if the authenticated user has export permissions and within Widgets unless disabled in the widget config.

• CSV in Charts & Panels: In the upper-right corner of each panel inside Dataset > Analyze views or dashboards, the CSV export option includes only the raw data for the columns used in the chart. Summary panels will contain only the summarized column.

CSV Summary

CSV Summary exports aggregated data as it appears in the chart. For example, while a CSV export contains raw data, the CSV Summary export contains aggregated values, matching the chart's display.

JPG

JPG exports are available for most views except the Tabular view. The exported visuals appear as they do on-screen, including scroll bars or partial charts.

PDF

PDF exports are available in two modes:

• Layout Mode: Produces a result visually similar to a JPG export.
• Data Mode: Available only for table charts, exporting data similar to a CSV export in PDF format (30,000-row limit).

PDF exports are not available in Dataset > Analyze > Tabular View.

Schedule an Export

The Download Manager allows you to schedule exports at specified intervals and send them to an email address.

1. Navigate to the visualization you'd like to export and click the Export Data button.
2. Optional: To ensure unique file names, select Date and Time under For Uniqueness Concatenate.
3. Click the Schedule link. If unavailable, your account lacks Exporting and Scheduling permissions.
4. Select the desired date and time for the export.
5. To create a recurring schedule, select Repeats and complete the recurrence fields.
6. Click Schedule. The export will appear in the Download Manager.

In Qrvey Composer, exports are sent to the user's email address. To view the email address, open Download Manager, locate the export, and click More Info.

In Embedded Widgets, scheduling exports requires passing an email. Without it, the option is unavailable.

Subscriptions

Once a schedule is set, you can add subscribers to receive the export.

To add subscribers, follow these steps:

1. Schedule an Export.
2. Click the Subscribe button.
3. Add subscribers: yourself, the organization, specific roles/users, or external emails.
   Note: In embedded scenarios, "my organization" and specific roles do not apply.
4. Click Schedule to confirm.

To unsubscribe:

1. Locate the file in the Download Manager.
2. Open its three-dot menu.
3. Click Unsubscribe.

Please keep in mind:

• To configure subscriptions, a user must have permissions enabled within Qrvey Admin. This permission does not apply inside embedded scenarios.
• If the Schedule button is inactive, the schedule may be invalid and need to be reconfigured.
• Users can also unsubscribe from the unsubscribe link they will get in the export emails.
• The schedule's owner can remove users at any time.

Manage Exports

To manage a scheduled export, locate it in the list and click its three-dot menu. Options include:

• Edit Schedule
• Pause/Restart Schedule
• Delete Schedule
• More Info — Displays details like frequency, owner email, and associated application.

Enable and Disable Exports

In Qrvey Composer, the Schedule Exports feature is disabled by default. Enable it via Qrvey Admin Center permissions.

In widgets, the feature is enabled by default. To disable it, set the following parameter in the widget’s configuration object:

featurePermission: {
    downloads: {
        hideSchedule: true
    }
}

Export from Automated Workflows

Dashboards, reports, and table charts can be exported automatically and sent via email using 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.