How to export Data Room visits to CSV in Papermark

Papermark allows you to export detailed visit data for your Data Rooms, providing comprehensive insights into viewer engagement across all documents within a Data Room.

Step 1: Navigate to your Data Room

Go to your Data Rooms page and select the specific Data Room you want to analyze.

Step 2: Access export option

In the Data Room visitors table, locate the "Export visits" button in the top right corner.

Step 3: Export the data

Click the "Export visits" button. The CSV file will automatically download to your computer with all visit data.

What's included in the export?

The Data Room CSV export includes comprehensive visit data:

• Viewer Information:

  • Email address
  • Name (if provided)
  • Email verification status
  • Internal/External status

• Visit Details:

  • Viewed at (timestamp)
  • Link name used
  • Total duration
  • Agreement acceptance (if applicable)
  • Download timestamp (if downloaded)

• Technical Data (Pro & Business):

  • Browser information
  • Device details
  • Geographic location

Understanding the export format

The CSV file is organized with clear column headers and formatted for easy import into:

• Microsoft Excel
• Google Sheets
• Data analysis tools
• CRM systems

Export your Data Room visits

When to use Data Room exports?

Export your Data Room visits when you need to:

• Create comprehensive visit reports
• Analyze viewer engagement patterns
• Share Data Room analytics with your team
• Track document access history
• Monitor agreement compliance
• Analyze internal vs external access

Pro & Business features

Advanced export features available on Pro and Business plans:

• Verified Email Status: Track which viewers have verified their email addresses
• Agreement Details: See when viewers accepted Data Room agreements
• Geographic Data: View access locations
• Device Analytics: See what devices viewers use
• Download Tracking: Monitor when documents were downloaded

Best practices

To make the most of your Data Room exports:

1. Regular Backups: Schedule periodic exports for record-keeping
2. Data Analysis: Use pivot tables to identify trends
3. Team Reports: Share visitor insights with stakeholders
4. Access Monitoring: Track internal vs external usage
5. Compliance: Monitor agreement acceptance rates

Conclusion

Exporting Data Room visits to CSV in Papermark provides valuable insights into how your documents are being accessed and used. Whether you're tracking viewer engagement or maintaining compliance records, the export feature helps you manage your Data Room effectively.

Note: Some export features are only available on Pro and Business plans. Visit our pricing page to learn more about plan-specific features.