How do I download or share a Callmine report?
Download Callmine reports as PDF, DOCX, or JSON. Filenames encode active filters and timestamp. Public share links are not supported.
TL;DR
Open the report and click Download. Three formats are available: PDF (presentation-ready), DOCX (editable in Word or Google Docs), and JSON (for downstream tooling). Filenames encode active filters and a short timestamp. Public share links are not a Callmine feature.
Steps
- 01Open the report at
/reports/<reportId>. - 02Click the Download dropdown in the top-right action bar.
- 03Pick a format:
- 04The file downloads with a self-describing filename: report title, active filters, and a short timestamp.
Why no public share links
A Callmine report contains call transcript excerpts, deal context, and the LLM's analysis of those calls. That's sensitive material. We don't expose unauthenticated URLs anywhere in the product. To share with someone outside your workspace, download a file and email it — the export inherits whatever access controls your email and storage already have.
If you need a teammate to view a report inside Callmine, invite them to the workspace. See How do I invite teammates to my Callmine workspace?.
Filename conventions
A downloaded filename looks like:
callmine_<report-title>_<filter-summary>_<YYYYMMDD-HHMM>.<ext>The filter summary is shortened — typically deal stage and date range. The timestamp is the download time, not the run time. Two downloads of the same report at different times produce two different filenames so you can keep both in the same folder without collision.