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Exporting Reports: Shareable Intelligence

Data Is Only Useful If It Moves

Your marketing data shouldn’t be trapped inside a WordPress dashboard. You need to share it with your boss, your client, or your accounting team.

The Ultimate Spin Wheel comes with a robust Reporting Engine that allows you to extract your data in universal formats. Whether you need a polished PDF for a board meeting or a raw CSV for Excel number-crunching, we have you covered.

This guide explains the different export methods and how to use them.

1. The PDF Report (Executive Summary)

The PDF export is designed for Presentation. It is beautiful, branded, and read-to-print.

How to Generate

  1. Go to Spin Wheel > Analytics.
  2. (Optional) Apply a Date Filter (e.g., “Last Month”). The PDF respects your active filters!
  3. Click the “Export PDF” button in the top right corner.
  4. The browser will generate a high-resolution document titled spin-wheel-report-[date].pdf.

What’s Inside?

  • Cover Page: Title and Date Range.
  • Kpi Grid: Large, bold numbers for Impressions, Spins, and Leads.
  • Visual Charts: High-res vector screenshots of your Trend Line and Pie Chart.
  • Top Lists: A clean table of your best performing campaigns.

Use Case: The Monthly Client Update

If you are an agency managing a client’s site:

  1. On the 1st of the month, filter to “Last Month”.
  2. Export PDF.
  3. Attach it to your invoice email.
  • Result: You look professional, and the client sees exactly what they are paying for (Leads).

2. The CSV Export (Raw Data)

The CSV export is designed for Analysis. It is ugly, detailed, and perfect for Excel or Google Sheets.

How to Generate

  1. Go to Spin Wheel > Leads.
  2. (Optional) Filter by Campaign or Status.
  3. Click “Export CSV”.

What’s Inside?

You get a spreadsheet with columns for:

  • ID: Unique Row ID.
  • Email: The user’s email.
  • Name: First/Last name.
  • Prize_Label: What they won.
  • Coupon_Code: The specific code generated.
  • Date: Timestamp (YYYY-MM-DD HH:MM:SS).
  • IP_Address: (If IP logging is enabled).

Use Case: The “Looser” Retargeting List

  1. Export CSV.
  2. Open in Excel.
  3. Filter Prize_Label to show only “No Luck” or “Try Again”.
  4. Copy these emails.
  5. Upload to Facebook Ads as a “Custom Audience”.
  6. Run an ad: “Sorry you didn’t win! Here is a consolation 5% code.”

3. Data Privacy (GDPR)

Exporting data carries responsibility.

  • Security: The CSV generation happens on your server. The file is downloaded over HTTPS. We do not send your data to any cloud service to generate the file.
  • Retention: Generated reports are temporary files. They do not persist on the server storage (taking up space) after you download them.
  • PII (Personally Identifiable Information): The CSV contains emails and names. Do not email this file unencrypted. If sharing it, use a secure drive (Google Drive / Dropbox) or zip it with a password.

4. Frequently Asked Questions (FAQ)

Q: Can I automate this? (Scheduled Emails) A: Currently, the native plugin is “On Demand” only. However, you can use our Zapier Integration to send every new lead to a Google Sheet automatically, which essentially creates a “Live Report” that never needs exporting.

Q: The PDF characters are weird? (Encoding) A: We use standard UTF-8 font encoding (DejaVu Sans). This supports 99% of languages, including Cyrillic, Greek, and Arabic basic characters. If you see “???” characters for Asian languages, please contact support for a specialized font pack.

Q: My CSV is empty? A: Check your filters. If you filtered for “Yesterday” but had no spins yesterday, the CSV will legally be empty (headers only). Clear your filters and try again.

Conclusion

Whether you need the Polish of a PDF or the Power of a CSV, the Ultimate Spin Wheel ensures your data is portable. You own your data, and you should be able to take it with you wherever you go.

How can we help?