How to export document visits to CSV in Papermark?
Papermark allows you to export detailed visit data for your documents, giving you deeper insights into viewer engagement and making it easy to analyze the data in your preferred tools.
How to export document visits
Step 1: Navigate to your document
Go to your documents page and select the document you want to analyze.
Step 2: Access export option
Click the three dots (⋮) menu button in the top right corner of your document view. This will open a dropdown menu with various actions.
Step 3: Export the data
Select "Export visits" from the dropdown menu. The CSV file will automatically download to your computer.
What's included in the export?
The CSV export includes comprehensive visit data:
- Viewed at (timestamp)
- Viewer's name
- Viewer's email
- Link name
- Total visit duration (in seconds)
- Document completion percentage
- Document version
- Download timestamp (if applicable)
- Email verification status
- Agreement acceptance status
- Dataroom association
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
When to use visit exports?
Export your document visits when you need to:
- Create custom reports
- Analyze viewer behavior patterns
- Share engagement data with your team
- Import visit data into other tools
- Archive historical engagement data
Pro features
The export functionality includes additional data points for Pro users:
- Verified Email Status: Track which viewers have verified their email addresses
- Agreement Details: See when viewers accepted document agreements
- Dataroom Integration: View dataroom associations for each visit
- Download Tracking: Monitor when documents were downloaded
Best practices
To make the most of your exported data:
- Regular Exports: Schedule periodic exports for historical tracking
- Data Analysis: Use spreadsheet tools to create pivot tables and charts
- Team Sharing: Share insights with stakeholders in their preferred format
- Integration: Import data into your analytics or CRM systems
Conclusion
Exporting document visits to CSV in Papermark gives you the flexibility to analyze your document engagement data in detail. Whether you're tracking viewer behavior or creating custom reports, the export feature helps you make data-driven decisions about your document strategy.
Note: The export feature is available on Pro plans and higher. Upgrade your account to access detailed visit analytics and exports.