Reports and Exports

Analyze aggregated project data and export your insights to track performance trends outside of Harmony.

Export project data

You can export the raw data from your project reports to perform custom analysis in spreadsheets or BI tools.

1. Open your project and navigate to the Reports tab.
2. Apply any necessary filters (Date Range, Teams, or Status) to refine your data.
3. Click the Export button in the top-right corner.
4. Your browser will download the data as a CSV file.

This format is compatible with Microsoft Excel, Google Sheets, and most data visualization platforms.

Pin reports for quick access

If you have a high-priority project that you monitor daily, you can pin it to your main navigation menu.

1. Navigate to the specific Project page.
2. Click the Pin icon in the top-right header area.
3. The project will now appear in your left sidebar under the Insights category for instant access.

Manage your reports

Insights update automatically as new meetings are completed, but you can control how that data is displayed and analyzed.

Filter by Date
Use the date picker to compare performance week-over-week or month-over-month. This is essential for identifying whether coaching or new initiatives are impacting your conversion metrics.

Filter by Team
Compare how different teams (e.g., SDRs vs. AEs) are performing against the same project definitions.

Reprocess Data
If you update your Insight definitions, use the Rerun tab to update your reports with the new logic for older meetings.

Troubleshooting

The Export button is missing
Ensure you are on the Reports tab. The export option is specific to aggregated data and is not available on the Configuration or Teams tabs.

CSV data looks incorrect
Check your active filters. The export only includes data that is currently visible on your report dashboard. If a filter is hiding certain teams or dates, they will not be included in the CSV.