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Microsoft Excel Integration

BuildBetter’s Excel integration lets you export recordings, transcripts, summaries, and analytics data to Microsoft Excel for in-depth analysis, custom reporting, and sharing with stakeholders.

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Features

  • Data Export: Export call data, transcripts, and summaries to Excel spreadsheets
  • Custom Report Templates: Pre-configured report templates for common analysis needs
  • Scheduled Exports: Automate regular data exports to keep Excel dashboards updated
  • Filterable Data: Export specific data based on date, tags, folders, and participants
  • Format Preservation: Maintain formatting, speaker identification, and timestamps

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Setup Instructions

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Prerequisites

  • An active BuildBetter account
  • Microsoft Excel (desktop application or Microsoft 365)
  • Appropriate export permissions in BuildBetter

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Enabling Excel Export

  1. Navigate to Settings → Integrations → Office in your BuildBetter dashboard
  2. Find and enable the Microsoft Excel integration
  3. Configure your default export preferences:
    • Default file format (XLSX, CSV)
    • Include headers option
    • Timestamp format
    • Text formatting preferences
  4. Save your settings

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Usage

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Manual Data Export

Export data on-demand:
  1. Navigate to Recordings, Folders, or Reports section
  2. Select the items you want to export
  3. Click the Export button and select Excel
  4. Choose export options:
    • Format (XLSX, CSV)
    • Data to include (metadata, transcript, summary, signals)
    • Time range
  5. Click Export to download the Excel file

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Call Transcript Export

Export detailed call transcripts:
  1. Open the call recording you want to export
  2. Click the Export button
  3. Select Excel as the export format
  4. Choose transcript options:
    • Include speaker identification
    • Include timestamps
    • Include confidence scores
    • Format by speaker or chronologically
  5. Download your transcript as an Excel spreadsheet

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Bulk Call Export

Export multiple calls at once:
  1. Go to Recordings or a specific Folder
  2. Select multiple recordings using checkboxes
  3. Click Bulk Actions → Export to Excel
  4. Configure what data to include
  5. Download the consolidated Excel file

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Advanced Usage

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Scheduled Exports

Set up automated exports:
  1. Navigate to Settings → Scheduled Tasks
  2. Create a new task, selecting Excel Export
  3. Configure:
    • Schedule (daily, weekly, monthly)
    • Data to include
    • Filter criteria (tags, folders, date range)
    • Delivery method (download, email, or cloud storage)
  4. Save your scheduled export

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Custom Report Templates

Create and use custom Excel report templates:
  1. Go to Settings → Report Templates
  2. Select Create Excel Template
  3. Design your template with placeholder fields
  4. Save and use your template for future exports

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Troubleshooting

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Export Failures

  • Check file size limitations (large exports may need chunking)
  • Verify you have proper export permissions
  • Ensure you’ve selected valid data for export

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Formatting Issues

  • Try different export formats (XLSX vs CSV)
  • Check for special characters in transcript data
  • Verify Excel version compatibility

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Large Dataset Handling

  • Use pagination or date filtering for very large exports
  • Consider using scheduled exports during off-hours
  • Export to multiple files for extremely large datasets

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Limitations

  • Maximum export size: 100,000 rows per export
  • Rich formatting preserved only in XLSX format
  • Some features require Microsoft 365 subscription