What happened
What this says
Current to 11 Oct 26Linnea Holm requested bulk export for three years of customer segment and transaction history for quarterly reporting. Olivia Grant offered custom export; no resolution confirmed.
Problem: Linnea Holm needed to export three years of customer segment and transaction history for quarterly reporting but hit export size limits.
Handling: Olivia Grant responded on 18 Sep 2026 with two options: split the date range or request a custom export. Linnea chose the custom option on 22 Sep 2026.
Opportunity: This signals a power user needing deeper historical analytics. It may point to demand for upgraded reporting capabilities or larger data access.
Details
Updated 9 Oct 26Trail
- created · Linnea Holm 18 Sep 2026 16:17Hi, we've been using the system for a while now and we're running into a limitation with our quarterly reporting. We need to export larger datasets, specifically full customer segment history with all related transactions. The current export function seems to hit a size limit. It would be really helpful if we could request larger bulk exports or schedule them. Is this something you can help with?
- public_reply · Olivia Grant 18 Sep 2026 23:02Hi Linnea, thanks for reaching out. What you're describing is definitely something we see customers asking for. The current export is designed for typical reporting sizes. For larger historical exports, there are a couple of workarounds: you can split the date range into smaller chunks and export separately, or we can look at running a custom export for you. Let me know which approach works better and I can set it up.
- public_reply · Linnea Holm 22 Sep 2026 13:27I think the custom export option would work best for us. We need the last three years of transaction history for all segments. How would that process work, and how long does it typically take?
- status_change · 27 Sep 2026 23:59