Save, share, and export Quantify analyses
Save a Quantify analysis to reopen its setup, copy its saved link for colleagues, export a file, or add it to a dashboard. Available actions depend on your permissions and the current query.
Saving keeps a reusable analysis setup; it does not freeze the returned numbers. Export the output when you need a file.
Save a Quantify analysis
Review the query, selected values, and result you want to keep.
Choose Save in the Quantify toolbar.
Enter a descriptive name and choose Save Quantify.
Use Saved Items to find the saved analysis again.
For an existing analysis, the Save menu can offer Update and Save As New. Update changes the existing saved analysis. Save As New creates a separate named analysis. Use the option that matches what you intend to share.
If Save or Update is unavailable, check the query, selected values, and message shown by the control. Updating also requires permission to edit that analysis; use Save As New when offered, or ask the owner for help.
When saving from a dashboard, review any Save Dashboard Filters with Quantify option. Dashboard filters are not always included in the saved analysis automatically.
Share a Quantify analysis
Use a saved link when colleagues need to open the analysis in Enterpret. Use an export when they need a file.
Share links with recipients who can access the relevant Enterpret workspace. A viewing link does not give edit permission. If a Discovery setting is available, review it: a Discoverable analysis is visible within the organization, while an unlisted analysis can be opened through its shareable link. Unlisted does not mean that only the creator can read it.
Share an unsaved Quantify
Save and copy a link
Choose the Copy Link icon in the Quantify toolbar.
In the save dialog, enter a descriptive name.
Choose Save and Copy Link.
After the successful save, paste the copied link where you want to share it.
This flow saves the analysis and copies its saved link. If the browser prevents clipboard access, open the saved analysis and use Copy Link again.
Export an unsaved result
Open the three-dot menu and choose an available export:
| Option | What it exports |
|---|---|
| Export Feedback as CSV | Feedback records matching the effective query filters and time range. Review the dialog's content options and follow its delivery instructions. |
| Export Table as CSV | The query's aggregate table results. The export can include rows beyond the visible page or table-search results. |
| Export Chart as Image | A PNG image of the chart output. |
Use query filters to define the intended export population, then review the exported file. Table search and pagination do not restrict the table CSV in the same way they restrict the visible table. Export options depend on a supported query and available results.
Share a saved Quantify
Open the analysis from Saved Items or its saved link.
Copy a saved analysis link
Choose Copy Link, then paste the link. If you have changed the analysis, first choose Update or Save As New and confirm the save succeeded. The copied link opens the saved analysis; copying it does not save your pending edits.
If a colleague cannot open the link, confirm that they are using the relevant Enterpret workspace and ask the analysis owner or your Enterpret administrator to check access.
Export a saved analysis
Open the three-dot menu and choose the feedback CSV, table CSV, or chart image option that is available. Review the current query and time range before exporting. A link to the saved analysis and an exported file serve different purposes; saving keeps the reusable analysis setup.
Add a Quantify analysis to a dashboard
You need permission to edit the destination dashboard. Save the intended changes before adding an existing analysis: adding a saved Quantify uses its saved analysis, not pending edits.
From the dashboard
Open a dashboard you can edit.
Choose Add, then Saved Items.
Find and select the saved Quantify. You can search by title or creator.
Confirm Add to Dashboard and check the added analysis.
From Quantify
Choose Add to a Dashboard in the Quantify toolbar.
Select an editable dashboard, or choose Add to a new Dashboard.
For an unsaved Quantify, complete the naming and save-and-add prompts. For a saved Quantify, the existing saved analysis is added; a new dashboard also needs a name.
Open the dashboard and review the analysis with its dashboard filters and duration.
For query setup, see the Quantify query reference. For charts and result interpretation, see Read and interpret Quantify results.