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Symon.AI help center

Creating exports

Abstract

Use the exports tab to create an export to review, save or download your pipe results.

In Symon.AI, the Build always shows the most recent calculation. By using the Export tool, you can save those results so you can view or download them at any time. Even if you make changes to your pipe, you can go back and see your previous results.

  1. In your pipe, on the toolbar, click Build.

    Tip

    It's a good idea to build your pipe often! This helps keep your exports fast.

  2. Once the calculation has completed, go to the Export tool.

  3. If it's your first time creating an export, click Create export.

    • If you've already created an export, click on the file to export and click Export again.

  4. Type a name for your export.

  5. Select the type of export you want to use.

    Note

    If you haven't set up any connectors, you'll only see the default option: Export to CSV.

  6. Click Export now.

Once the export successfully completes, you can download or view the data from that export.

If you're using a connector, that connector refreshes during a export. If you're using a connector as the export type, the new data is appended to the original source. For example, if you're using Google sheets, a new sheet will be created after a successful export.

Viewing a previous export

To view any of your previous export, in the Export tab, and go to the Export log.