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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