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Google Sheets exports

Updated

Plans and permissions:

  • Export BPO billing: BPO management, billed separately
  • Export Team performance: Admin or Manager role, or a custom role with Team performance set to Can view and export
  • Export Forecasted vs actual: Admin, Manager, Team Lead, or Standard role, or a custom role with Support volume forecasted vs. actual set to Can view and export
  • Export BPO billing: Admin or Manager role, or a custom role with BPO management set to Can manage BPOs and allocations
  • Pause or delete recurring exports: Admin role, or a custom role with Configure third-party integrations set to Can configure third-party integrations

Use Google Sheets exports to analyze Assembled report data in Google Sheets, or to bring it into your data warehouse or BI tool, such as BigQuery, Looker, or Tableau, without writing code. You can export once, or set up a recurring export that updates a spreadsheet hourly, daily, or weekly.

You can export these reports to Google Sheets:

  • Report > Team performance
  • Report > Support volume, on the Forecasted vs actual tab
  • Report > BPO billing

The Forecasted vs actual report with the Export menu open, showing the To CSV and To Google Sheets options

How Google Sheets exports work

  • Assembled writes to Google Drive as cal@assembledhq.com. Share the folder or spreadsheet you export to with that address, with Editor access.
  • In Google’s terms, a folder holds spreadsheets, and each spreadsheet holds sheets, shown as tabs at the bottom.
  • You can export to a folder or to a spreadsheet. Where the data lands depends on which you choose:
Destination One-off export Recurring export
A folder Creates a new spreadsheet in the folder Creates a new spreadsheet in the folder each time it runs
An existing sheet in a spreadsheet Adds the data below what’s there, or replaces it, depending on Append data Adds or replaces the data each time it runs. Replacing deletes the data from earlier runs.
A new sheet in a spreadsheet Creates the sheet and adds the data Creates the sheet on the first run, then adds or replaces the data in it each time

Keep in mind: A recurring export can’t create a new sheet each time it runs. To keep each run separate, export to a folder instead.

Export a report to Google Sheets

  1. In Google Drive, share the folder or spreadsheet you want to export to with cal@assembledhq.com, as an Editor.
  2. In Assembled, open the report and set the filters and dates you want to export.
  3. Open the export menu (Export, or Download on Team performance), and select To Google Sheets.
  4. In Export to Google Sheets, paste the link to the folder or spreadsheet, and choose your options (see below).
  5. Select Export.

The Export to Google Sheets form with the link field and the Spreadsheet name, Sheet name, Export frequency, and Append data settings

If Assembled can’t open the link, the form shows Assembled does not have access with a link to share it with cal@assembledhq.com.

Google Sheets export options

Option What it does
Google Drive/Sheets link The folder or spreadsheet to export to. The label changes to Google Drive link or Google Sheets link to show which you pasted.
Spreadsheet name The name of the new spreadsheet, when you export to a folder
Sheet name The sheet to export to. Enter an existing sheet’s name, or a new name to create a sheet.
Export frequency One-off, Hourly, Daily, or Weekly
Scheduled export time For recurring exports, the time each export runs
Append data Append (default) adds the data below what’s already in the sheet. Overwrite replaces it.

Important: Overwrite deletes everything already in the sheet, every time the export runs. The form warns you when the sheet you chose already has data.

Manage recurring exports

  1. Go to Configure > Third-party integrations and find the Google Sheets card. You can also select Manage existing exports in Export to Google Sheets.
  2. Select Edit recurring exports. The list shows each export’s Report type, how often it repeats, whether it’s Active or Paused, its Last sync, and when it was created.
  3. To pause, resume, or delete an export, open its options menu and select Pause, Resume, or Delete.

The list of recurring exports under the Google Sheets card

The options menu for a recurring export with Resume and Delete

A paused export doesn’t run until you resume it. Deleting an export stops it, but doesn’t change data already in Google Sheets.

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