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From the Meetings tab in AI Coach, export exactly the meetings you’re looking at into a CSV file — with the columns you choose, matching whatever filters and search you already have applied.

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How to export

1

Open Meetings and filter as needed

Go to AI Coach → Meetings and set up the view you want — date range, scorecard, sales rep, deal, or search. Your export contains exactly the meetings this view shows, nothing more.
2

Click Export

Click Export in the toolbar, next to the date range and filters.
Don’t see the Export button? Exporting is limited to certain roles — see Permissions below.
3

Choose your columns

In the Export reports dialog, check the columns you want in the file. Columns are grouped by type, with a Select all / Clear all toggle at the top. At least one column must stay selected.
4

Download or wait for your email

  • 1,000 meetings or fewer — the button reads something like Download 42 reports. Click it and the CSV downloads right away.
  • More than 1,000 meetings — the button reads something like Email me 4,200 reports instead. Click it and AI Coach builds the file in the background; you’ll get an email with a download link in a few minutes.
Meetings page toolbar with the Export button next to the date range and filters

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Choosing your columns

Export reports dialog with grouped column checkboxes and a Select all toggle
Columns are grouped into:
  • Report — Report ID, Report link, Meeting, Date, Scorecard, Source, Score, Duration (min)
  • Sales rep — Sales Rep, Sales Rep email
  • CRM — Deal, Deal URL, Contacts, Companies, Other CRM objects
  • Roleplay — Roleplay difficulty
All columns are selected by default except Other CRM objects and Roleplay difficulty.
Column selection isn’t saved between exports — you’ll pick again each time.

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Large exports (over 1,000 meetings)

For big exports, AI Coach builds the file in the background and emails you a link instead of making you wait on the page.
  • The email arrives once the export is ready, with a Download CSV button.
  • The link is personal to you — you need to be signed in to Triple Session to use it. Sharing it with someone else won’t work for them.
  • If the filtered export would contain more than 100,000 meetings, AI Coach won’t generate it. You’ll get an email explaining that instead of a download link — narrow your filters (for example, a shorter date range) and export again.
Download links stay valid for a limited time after the export finishes. If a link stops working, just repeat the export to get a fresh one.

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What’s in the file

  • Exports are plain CSV files, formatted to open cleanly in Excel, Google Sheets, or any spreadsheet tool.
  • An export only ever contains the meetings you can see. If a teammate’s calls are private or outside your workspace access, they’re left out — even for admins.
  • The Date column uses your own timezone, labeled in the column header (for example, “Date (America/New_York)”).

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Permissions

Exporting requires the Export Reports permission. By default this is available to Admins and Managers; admins can extend it to Members from Settings → Permissions. See Roles & Permissions for the full list of configurable permissions.

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FAQ

No. An export always matches your Meetings page exactly — the same filters and the same visibility rules. It never includes private or restricted meetings, even for admins.
Not currently — exports are CSV files, which open in Excel, Google Sheets, and most spreadsheet tools without any extra steps.
Exports over 1,000 meetings are generated in the background and delivered by email instead of downloading immediately, so large exports don’t hold up your browser.