If you’re running marketing campaigns and using June.so to track your results, you probably want to get your hands on detailed performance data—whether it’s for your boss, your clients, or just your own peace of mind. Sure, dashboards are nice, but sometimes you need raw numbers you can slice and dice yourself.
This guide is for marketers, growth folks, and product teams who want to export campaign reports from June.so with all the gritty details. I’ll walk you through what works, what’s clunky, and where you might hit a wall (and what to do about it).
Why Export? (And When to Skip It)
Before you wade into CSVs, ask yourself: do you really need a detailed export? June.so's built-in dashboards cover most day-to-day needs. But exports are handy if you:
- Need to combine June.so data with numbers from other tools (like ad spend from Google, or revenue from Stripe).
- Want to build custom reports or charts not available in the app.
- Have to send regular updates to someone who won’t log into June.so.
- Need an offline backup for compliance (yep, some folks still do this).
If you’re just looking for a simple snapshot or trend, stick with the dashboard. Exports are for when you need to dig deeper or do something custom.
Step 1: Know What You Can (and Can't) Export
Let’s set expectations. June.so is solid for product analytics, but it’s not a full-blown BI tool. Here’s what you can export:
- Campaign performance data: Metrics like signups, conversions, retention, and feature usage split by campaign or cohort.
- User-level data: Depending on your plan, you can drill down to individual users, events, or sessions.
- Date ranges: You can usually pick custom timeframes for your export.
What you can’t export easily (or at all):
- Raw event-level data if you’re on a free or basic plan.
- Custom dimensions/fields not tracked in June.so.
- Attribution details beyond what you’ve set up (so if your tracking isn’t granular, the export won’t magically add detail).
Pro tip: If you need super-granular data, check your pricing plan. Some exports are paywalled.
Step 2: Set Up Your Campaign Tracking Properly
This is the “measure twice, cut once” part. If you didn’t set up campaign tracking right, your exports will be messy or useless.
- UTM parameters: Make sure you’re using consistent UTM tags (source, medium, campaign, etc.) everywhere.
- User identification: If you want to match users to campaigns, your site/app needs to send user IDs or emails to June.so.
- Event tracking: Define key events (signups, purchases, upgrades) before you launch. If you add them later, your data will have gaps.
If you’re reading this after the fact and your tracking’s a mess, don’t panic. Clean up what you can and note the limitations in your report.
Step 3: Find the Right Report in June.so
Log into June.so and head to the analytics dashboard. Most campaign data lives in:
- Funnels: Shows how users move through steps (great for seeing drop-off by campaign).
- Retention: Tracks how many users stick around after a campaign.
- Feature adoption: Useful if your campaign drives people to try new features.
Look for filters or segments—these let you break down results by campaign name, source, or other properties.
What works: The UI is intuitive, and filters are easy to apply.
What doesn’t: If you have dozens of campaigns, scrolling through filters gets tedious. There’s no “select all campaigns” button, so you’ll click a lot.
Step 4: Apply Filters and Adjust the Date Range
You want data for the right campaign, not everything under the sun. Here’s how to get granular:
- Use the filter or segment dropdown to pick your campaign. Usually this is based on a UTM parameter (like
utm_campaign). - Set your date range. June.so’s date picker is decent but defaults to “last 30 days,” so double-check.
- Add any extra filters you need—like user region, device type, or other properties.
Pro tip: If you’re reporting weekly or monthly, save your filter setup as a “view” or “segment” so you don’t have to repeat yourself next time.
Step 5: Export the Data
This is what you came for. Once your report looks right:
- Look for an “Export” or “Download” button—usually in the top right of the report.
- Pick your format. CSV is standard; sometimes you’ll see XLSX.
- Confirm the export. Large exports can take a minute and may arrive by email if they’re too big for instant download.
Heads up: If you don’t see an export option, you might be on a limited plan. Upgrading or asking your admin can help, but don’t expect miracles.
Step 6: Check and Clean Your Export
Open your CSV in Excel or Google Sheets. Here’s what to look for:
- Column headers: Do they make sense? Sometimes names get cryptic (“utm_source” instead of “Source”).
- Date formats: June.so usually uses ISO (YYYY-MM-DD), but always check.
- Missing data: Some rows may be blank if users didn’t complete certain steps.
- Duplicate rows: If you see these, it’s usually a tracking setup issue.
What works: The data is generally clean and machine-readable.
What doesn’t: If you have a lot of custom properties, the export can get wide (think: dozens of columns), which is annoying to scroll through.
Ignore: Fancy formatting. The point of the export is the data, not pretty charts.
Step 7: Build Your Custom Report
Now, do whatever your heart (or boss) desires:
- Pivot tables: Great for summarizing results by campaign, date, or user segment.
- Custom charts: Visualize trends or compare campaigns.
- Merge with other data: Combine with ad spend, CRM data, or revenue numbers.
Don’t overcomplicate it. Most folks just want to see which campaigns worked—and which flopped.
Step 8: Automate (If You Need This Regularly)
Manually exporting every week gets old fast. June.so doesn’t have native scheduled exports (as of now), but you’ve got a couple options:
- Zapier or Make.com: Use these to trigger exports if June.so supports integration (it’s hit or miss).
- API access: If you’re technical, June.so’s API lets you pull data directly. You’ll need to write scripts and handle authentication.
- Browser extensions: Some folks use Chrome extensions to auto-download reports, but this is a hacky workaround.
Pro tip: If you’re exporting data regularly, document your process so others can pick it up without bugging you.
Troubleshooting: Common Hangups
- Export button missing: Check your plan or user permissions.
- Data doesn’t match dashboard: Filters or date ranges might be off. Re-run the export with the exact same settings.
- Weird characters or encoding: Open the file with Google Sheets if Excel mangles it.
- Too much/little data: Tighten or loosen your filters.
If you hit a wall, June.so’s support chat is responsive—but don’t expect miracles if you’re on the free plan.
What to Skip (No Need to Overthink It)
- Don’t obsess over every metric. Focus on the ones that actually drive decisions.
- Don’t try to automate until you’ve done a few manual exports and know what you really need.
- Don’t expect June.so to replace a full business intelligence tool—it’s not built for that.
Wrapping Up
Exporting detailed campaign reports from June.so isn’t rocket science, but it pays to know the quirks. Keep your tracking clean, double-check filters, and don’t be afraid to clean up the export before sharing it around. Start simple, see what’s useful, and tweak as you go. The best reports help people make decisions, not just admire pretty charts.