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Reports and Exports

Export your project data and pin your most important reports for quick access.

Exporting your project data​

Need to take a closer look at your numbers or dig into your data outside of Harmony? Exporting your project reports is easy. Just open up your project and head over to the Reports tab. There, you’ll notice a range of filters - like date range, teams, or status - so you can zoom in on the specific data you care about most.

Once you have everything looking just right, look toward the top-right corner and click the Export button. Harmony will package up your report and start downloading it straight to your computer as a CSV file.

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

Pinning your favorite reports​

If you find yourself checking in on the same project day after day, there’s no need to hunt for it each time you log in. You can pin important projects for instant access right from your main menu.

To do this, go to the project you want to keep handy. In the top-right corner of the page, you’ll notice a little Pin icon. Click it, and Harmony will add that project to your left sidebar, under the Insights section. That way, your go-to reports are always just a click away, making your workflow a whole lot smoother.

Manage your reports​

Insights update automatically as new meetings are completed, but you have full control over how the data is displayed.

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: Make sure you're on the Reports tab. The export option is only available for aggregated data, not on the Configuration or Teams tabs.

CSV data looks incorrect: Check your active filters. The export only includes data currently visible on your report dashboard. If a filter is hiding certain teams or dates, they won't appear in the CSV.