Exporting from Google Sheets

Export a report to Google Sheets 

By default an export of a report to Google Sheets will automatically update with the source report on the Sona platform. If you're looking for a one time export, simply download the report > open the csv file > copy and paste that data into Google Sheets. 

    1
    Open the report to be exported to Google Sheets. Click on the three dots to the top right of the data, to the right of the pink "Refresh" button. 
    2
    Select "Export to Google Spreadsheets" from the drop-down menu
    3
    In the "Export Data" screen that appears, select and define the following:
    • Identity - this is the email address you're currently logged into with the Google Sheets file open
    • Spreadsheets id - copy and paste this alphanumeric string from the URL of the Google Sheets file
    • Sheet name - copy and paste the sheet name of the Google Sheets file 
    • Data range - enter the data range (columns) of the Google Sheets file 
    • Sync time - select a couple minutes after the current time to ensure the data gets generated by that time
    • Sync frequency - select how often you want the data to automatically update on the linked Google Sheets file
    4
    Click "Save" to save and generate the data export.
    5
    Wait until after the selected "Sync time" has passed before checking on the Google Sheets file. The data from the selected report should have been generated in the Google Sheets file.

Resume a scheduled export to Google Sheets

    1
    Starting from the left sidebar, click on "Exports".
    2
    Click on "Filters" below the search box on the top left side of the screen.
    3
    Select "Source Report" from the drop-down menu.
    4
    In the pop-up module that appears, enter in the name of the source report and click "Apply".
    5
    You should now see the relevant export in the table list. Check the box to the left of the export item.
    6
    Click on the "Actions" button and select "Resume data export" from the drop-down menu.
    7
    Click "Save" to proceed. The data should update in the Google Sheets.

Remove a scheduled export to Google Sheets

    1
    Starting from the left sidebar, click on "Exports".
    2
    Click on "Filters" below the search box on the top left side of the screen.
    3
    Select "Source Report" from the drop-down menu.
    4
    In the pop-up module that appears, enter in the name of the source report and click "Apply".
    5
    You should now see the relevant export in the table list. Check the box to the left of the export item.
    6
    Click on the "Actions" button and select "Remove selected" from the drop-down menu.
    6
    Click "Save" to proceed. 
    7
    You should no longer see that export item in the list.
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