Why export survey data?
While Userorbit's built-in analytics give you a solid overview of survey results, there are times when you need the raw data outside the platform. You might want to run deeper analysis in a spreadsheet, feed responses into a BI tool, share results with stakeholders who don't have Userorbit access, or combine survey data with other customer data sources.
Accessing the export feature
Open the survey you want to export data from and navigate to the Results tab. In the top-right corner, you'll see an Export button. Clicking it opens the export configuration panel.
Available export formats
Userorbit supports two export formats:
- CSV — A comma-separated file that opens in any spreadsheet application (Excel, Google Sheets, Numbers). Best for manual analysis and sharing with non-technical stakeholders.
- JSON — A structured data format ideal for programmatic use, importing into databases, or feeding into analytics pipelines.
Both formats include the same data fields: response ID, user ID, user email (if available), question text, response value, free-text answers, submission timestamp, and any user properties that were captured at the time of response.
Filtering before export
You don't have to export everything. Use the filter controls on the Results tab to narrow down the data before exporting:
- Date range: Export only responses from a specific time period — useful for quarterly reports or comparing before-and-after a product change.
- Score range: For NPS surveys, filter by detractors (0-6), passives (7-8), or promoters (9-10) to export only the segment you care about.
- Question: For multi-step surveys, select which questions to include in the export.
- User properties: Filter by any user attribute, such as plan type or company, to export responses from a specific segment.
Applied filters carry over to the export — what you see on screen is what you'll get in the file.
Running the export
- Apply any filters you need on the Results tab.
- Click Export and choose your format (CSV or JSON).
- The file will be generated and downloaded to your browser. For large datasets, this may take a few seconds.
The exported file is named with the survey name and date range for easy identification, like q2-nps-survey-2024-04-01-to-2024-06-30.csv.
Using exported data externally
Here are common ways teams use exported survey data:
- Spreadsheet analysis: Open the CSV in Google Sheets or Excel. Use pivot tables to break down scores by user segment, calculate averages, or chart trends over time.
- BI tools: Import the CSV or JSON into tools like Metabase, Looker, or Tableau. Join survey responses with product usage data for deeper correlations.
- CRM enrichment: Match survey responses to customer records in your CRM using the user ID or email field. This lets sales and success teams see satisfaction scores alongside account data.
- Slack or email reports: Pull key numbers from the export and share them in a team channel or executive summary.
Scheduling recurring exports
If you need regular exports — for example, a weekly NPS digest — you can use the Userorbit API to automate the process. The surveys.responses.list endpoint returns response data in JSON format and supports the same filters available in the UI. Pair this with a scheduled script or workflow tool to generate and distribute reports automatically.