CoPulse Help

Insights

Download analytics

Use Insights screens for interactive analysis, then export when you need a spreadsheet. Wallet activity export lives under Wallet, not Insights.

Where to export

  • Insights → Overview, Campaigns, Conversations, Agents — use on-page export or download actions where shown.
  • Customers → Contacts — CSV/XLSX export if your role allows CRM export.
  • Settings → Wallet — download wallet activity and top-up receipts.

Typical download

  1. Open the Insights view and set the date range.
  2. Apply the same filters you care about (channel, campaign).
  3. Click download / export and save the file.