Export & Reporting

Export & Reporting Overview

Flexible Data Access: Export your lead generation data in multiple formats and create custom reports tailored to your specific business needs and stakeholder requirements.

Export Capabilities

📊 Data Types

• Lead profiles and contact information
• Assessment results and scores
• Activity tracking and engagement
• Performance metrics and analytics
• Custom report data

📁 Export Formats

• CSV (Excel-compatible)
• JSON (API integration)
• PDF (presentation-ready)
• Excel (.xlsx) with formatting
• Google Sheets (direct sync)

Reporting Philosophy

Our reporting system is designed around three key principles:

Stakeholder-Specific: Different reports for different audiences
Actionable Insights: Focus on metrics that drive decisions
Automated Delivery: Regular, consistent reporting schedules

Data Export Options

Quick Export Functions

Access common data exports directly from the dashboard:

Lead Data Export

Export complete lead profiles with scores and activity history

Available Fields:

• Email address
• Company name and website
• Industry and company size
• Lead score and quality rating

• Assessment completion status
• Last activity date
• HubSpot contact ID
• Custom tags and notes

Assessment Results Export

Export detailed assessment data and AI-generated insights

Export Options:

• Individual assessment results
• Bulk assessment data by date range
• Assessment type-specific exports
• Aggregated performance metrics

Analytics Data Export

Export performance metrics and trend data for analysis

Metrics Included:

• Daily/weekly/monthly performance
• Conversion funnel data
• Lead source attribution
• Quality score distributions

Custom Export Builder

🔧 Build Custom Exports

Create tailored exports with specific fields, filters, and date ranges:

1. Select Data

• Choose data tables
• Select specific fields
• Set date ranges

2. Apply Filters

• Lead score ranges
• Company size filters
• Activity status

3. Export Format

• Choose file format
• Set column headers
• Configure sorting

Export Limitations & Guidelines

Export Type	Max Records	Processing Time	Retention
Quick Export	1,000 records	Instant	24 hours
Custom Export	10,000 records	1-5 minutes	7 days
Bulk Export	50,000 records	5-15 minutes	30 days

Custom Report Generation

Report Templates

Choose from pre-built report templates or create custom reports from scratch:

📊 Executive Summary

High-level performance overview for leadership

• Key performance indicators
• Month-over-month trends
• ROI and cost metrics
• Strategic recommendations

📈 Marketing Performance

Detailed marketing metrics and channel analysis

• Lead source performance
• Conversion funnel analysis
• Campaign effectiveness
• Quality score trends

🎯 Sales Pipeline

Sales-focused lead quality and conversion data

• Lead qualification rates
• Assessment completion impact
• Sales conversion metrics
• Pipeline health indicators

🔧 Operational Report

Technical performance and system health

• Assessment tool usage
• System performance metrics
• User engagement patterns
• Technical issue tracking

Custom Report Builder

Step 1: Define Report Scope

Time Period

• Last 7/30/90 days
• Month-to-date
• Quarter-to-date
• Custom date range

Data Scope

• All leads vs. filtered subset
• Specific assessment types
• Lead source segments
• Quality score ranges

Step 2: Select Metrics & Visualizations

Available Metrics

• Lead volume and growth
• Quality scores and distributions
• Conversion rates by stage
• Assessment completion rates

Chart Types

• Line charts (trends)
• Bar charts (comparisons)
• Pie charts (distributions)
• Tables (detailed data)

Step 3: Configure Output & Delivery

Output Format

• PDF (presentation-ready)
• Excel (data analysis)
• PowerPoint (stakeholder presentations)
• Web dashboard (interactive)

Delivery Options

• One-time generation
• Scheduled delivery
• Email distribution
• Shared dashboard links

Scheduled Reporting

Automated Report Delivery

Set up automated reports to ensure stakeholders receive regular updates without manual intervention:

📅 Daily Reports

Operational metrics and alerts

📊 Weekly Reports

Performance summaries and trends

📈 Monthly Reports

Strategic analysis and planning

Report Schedule Configuration

Schedule Settings

Frequency Options

• Daily (weekdays only or all days)
• Weekly (specific day of week)
• Monthly (specific date or last day)
• Quarterly (end of quarter)

Delivery Settings

• Email recipients list
• Delivery time (timezone-aware)
• File format preferences
• Subject line customization

Report Distribution Lists

Executive Team

High-level summaries, ROI metrics, strategic insights

Marketing Team

Detailed performance metrics, channel analysis, optimization opportunities

Sales Team

Lead quality data, pipeline health, conversion metrics

Operations Team

System performance, technical metrics, process efficiency

External Tool Integration

Business Intelligence Platforms

Connect your lead generation data with popular BI and analytics platforms:

📊 Google Data Studio

Setup: Direct connector or CSV import
Benefits: Real-time dashboards, easy sharing
Use Cases: Executive dashboards, team reporting
Refresh: Daily automated updates

📈 Tableau

Setup: API connection or data extracts
Benefits: Advanced visualizations, deep analysis
Use Cases: Complex analysis, predictive modeling
Refresh: Hourly or real-time updates

📊 Power BI

Setup: REST API connector
Benefits: Microsoft ecosystem integration
Use Cases: Enterprise reporting, Office 365 integration
Refresh: Scheduled or on-demand

📋 Google Sheets

Setup: Automated CSV sync or API
Benefits: Simple sharing, collaborative analysis
Use Cases: Quick analysis, team collaboration
Refresh: Daily or weekly updates

CRM Integration

🔄 Bidirectional Data Sync

Keep your CRM and lead generation data synchronized for comprehensive reporting:

From Maru to CRM

• New lead profiles
• Assessment scores and results
• Activity tracking data
• Quality score updates

From CRM to Maru

• Sales stage updates
• Deal closure information
• Contact enrichment data
• Custom field values

API Access for Custom Integration

🔧 REST API Endpoints

GET /api/reports/leadsExport lead data

GET /api/reports/assessmentsExport assessment results

GET /api/reports/analyticsExport performance metrics

POST /api/reports/customGenerate custom report

Reporting Best Practices

Report Design Principles

✅ Effective Reporting

Clear Objectives: Define what decisions the report should support
Audience-Specific: Tailor content and detail level to the audience
Actionable Insights: Include recommendations, not just data
Visual Hierarchy: Use charts and formatting to guide attention

❌ Common Mistakes

Data Overload: Including too many metrics without context
Inconsistent Timing: Irregular report delivery schedules
No Context: Showing numbers without benchmarks or trends
Static Analysis: Not updating reports based on feedback

Data Quality Guidelines

🔍 Data Validation Checklist

Before Export

• Verify date ranges are correct
• Check for data completeness
• Validate filter settings
• Review metric calculations

After Export

• Spot-check key numbers
• Verify totals and percentages
• Check for missing data
• Validate against dashboard

Security & Privacy Considerations

Data Access Controls: Limit export permissions to authorized users
PII Protection: Anonymize or exclude sensitive personal information
Secure Delivery: Use encrypted email or secure file sharing
Retention Policies: Set automatic deletion for exported files

Pro Tip: Start with simple reports and gradually add complexity based on stakeholder feedback. Regular review and iteration improve report effectiveness over time.

Master Your Data Exports

Effective reporting transforms raw data into actionable business intelligence. Use these tools and best practices to create reports that drive decision-making.

→ Analytics Interpretation Guide → Dashboard Overview → Integration Workflows