Data overview: extended exports and reporting

Use the data overview for extended exports and transaction insights.

The data overview on the eConnect platform offers extensive capabilities to export and analyse transaction data. This feature goes beyond the standard CSV export available in every list view and is intended for users who need more control over which data they retrieve.

Where to find the data overview

You can find the data overview in the side menu under the Development section. This indicates that it is an advanced feature primarily relevant for users with technical or reporting responsibilities.

What can you do with the data overview?

The data overview provides an overview of your transaction data with the ability to export it in detail. You can view data from two perspectives:

  • My environment: transaction data from your own organisations
  • Partners: transaction data from partner organisations you collaborate with
Difference from the standard CSV export

In every list view on the platform (Inbox IN, Inbox OUT, invoice overviews) you can create a CSV export of up to 20,000 rows via the toolbar. The data overview differs in that it offers a broader perspective across multiple organisations and periods, rather than per view.

Tip: use the standard CSV export if you quickly want an overview of a specific view. Use the data overview if you need a broader or deeper insight into your transaction data.

Availability

The data overview is an advanced feature. Exact availability depends on your subscription level. Contact support if you do not see this feature in your side menu.


Looking for a quick export from a list view? Read Export overviews as CSV.

Open the data overview