> ## Documentation Index
> Fetch the complete documentation index at: https://docs.triplesession.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Export Meetings to CSV

> Export the meetings on your Meetings page to a CSV file, with a column picker and large exports delivered by email.

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.

## How to export

<Steps>
  <Step title="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.
  </Step>

  <Step title="Click Export">
    Click **Export** in the toolbar, next to the date range and filters.

    <Note>
      Don't see the **Export** button? Exporting is limited to certain roles — see [Permissions](#permissions) below.
    </Note>
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Frame>
  <img src="https://mintcdn.com/triplesession/s4XOqUK-e_pLAZ5j/images/ai-coach/export-meetings-button.jpg?fit=max&auto=format&n=s4XOqUK-e_pLAZ5j&q=85&s=b69f82a407294fcc0b94956e614d0cfa" alt="Meetings page toolbar with the Export button next to the date range and filters" width="1078" height="574" data-path="images/ai-coach/export-meetings-button.jpg" />
</Frame>

## Choosing your columns

<Frame>
  <img src="https://mintcdn.com/triplesession/s4XOqUK-e_pLAZ5j/images/ai-coach/export-meetings-dialog.jpg?fit=max&auto=format&n=s4XOqUK-e_pLAZ5j&q=85&s=f3ba48f496e9764819b630d88fe3b905" alt="Export reports dialog with grouped column checkboxes and a Select all toggle" width="1358" height="1572" data-path="images/ai-coach/export-meetings-dialog.jpg" />
</Frame>

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**.

<Tip>
  Column selection isn't saved between exports — you'll pick again each time.
</Tip>

## 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.

<Note>
  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.
</Note>

## 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)").

## 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](/workspace/roles-and-permissions#company-permissions) for the full list of configurable permissions.

## FAQ

<AccordionGroup>
  <Accordion title="Does the export include meetings I can't normally see?">
    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.
  </Accordion>

  <Accordion title="Can I export as XLSX instead of CSV?">
    Not currently — exports are CSV files, which open in Excel, Google Sheets, and most spreadsheet tools without any extra steps.
  </Accordion>

  <Accordion title="Why did my export switch from a download to an email?">
    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.
  </Accordion>
</AccordionGroup>
