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Overview

Tag Insight allows you to export your tracking plans, making it easy to share documentation with stakeholders, maintain version control, and integrate with other tools. Export Documentation
Export functionality helps maintain a single source of truth for your tracking implementation across technical and business teams.

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Available export formats

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Supported format

Excel (.xlsx)

Comprehensive spreadsheet with all events, variables, and validation rules in a structured format that’s easy to share and review with stakeholders
Tag Insight currently exports tracking plans in Excel format, which provides the most flexibility for sharing and editing documentation across teams.

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Exporting tracking plans

Export Process

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Quick export

1

Navigate to tracking plan

Go to My tracking plans and select the plan to export
2

Click export button

Find the export icon in the top toolbar
3

Choose format

Select your desired export format
4

Configure options

Set export preferences (see options below)
5

Download file

Click Export to generate and download

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Export options

Configure what to include in your export: 
{
  // Content Options
  includeEvents: true,
  includeVariables: true,
  includeValidationRules: true,
  includeExamples: true,
  includeChangeHistory: false,
  
  // Filtering
  eventFilter: "all", // all, active, deprecated
  dateRange: "current", // current, last30days, all
  
  // Formatting
  groupByCategory: true,
  includeDescriptions: true,
  technicalDetails: "full" // full, simplified, none
}

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Excel export details

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Worksheet structure

The Excel export contains multiple worksheets:
Overview worksheet includes:
  • Tracking plan metadata
  • Statistics (total events, variables)
  • Last modified date
  • Implementation status

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Excel template example

| Event Name | Description | Category | Variables | Status |
|------------|-------------|----------|-----------|---------|
| product_viewed | User views product page | E-commerce | product_id (required), price (required), category (optional) | Active |
| add_to_cart | Product added to cart | E-commerce | product_id (required), quantity (required), cart_value (required) | Active |

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PDF documentation

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Professional reports

Generate formatted PDF documentation for:
  • Stakeholder Reviews: Clean, readable format
  • Compliance Documentation: Include validation rules
  • Implementation Guides: Technical specifications
  • Change Management: Version history included

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PDF options

1

Select template

Choose from:
  • Technical Documentation
  • Business Overview
  • Implementation Guide
  • Audit Report
2

Customize branding

Add your company logo and colors
3

Set detail level

  • Executive Summary
  • Standard Documentation
  • Complete Technical Specs
4

Generate PDF

Processing typically takes 10-30 seconds

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Automated exports

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Scheduled exports

Set up automatic documentation updates: 
// Export configuration (in Project Settings)
{
  "scheduled_exports": {
    "enabled": true,
    "frequency": "weekly", // daily, weekly, monthly
    "day": "monday",
    "time": "09:00",
    "format": "excel",
    "recipients": [
      "[email protected]",
      "[email protected]"
    ],
    "include_changes_only": false
  }
}

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Email notifications

Get notified when scheduled exports are ready:
  • Export completion notifications
  • Download links sent via email
  • Expiration reminders

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Import/export workflow

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Maintaining consistency

1

Export master plan

Export from production project
2

Modify offline

Make changes in Excel or JSON
3

Validate changes

Use Tag Insight’s validation before import
4

Import updates

Upload modified plan back to Tag Insight
5

Test implementation

Verify changes work correctly

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Version control best practices

# Example Git workflow
tracking-plans/
├── production/
│   ├── ecommerce-plan-v2.1.json
│   ├── ecommerce-plan-v2.0.json
│   └── changelog.md
├── staging/
│   └── ecommerce-plan-staging.json
└── templates/
    └── standard-events.json

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Sharing documentation

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Access control

Control who can export documentation:
  • Read-Only Users: Can export current version
  • Editors: Can export with full history
  • Admins: Can export all formats and configure automation

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Secure sharing

Exported documentation may contain sensitive information about your tracking implementation. Use secure channels for sharing.
Best practices for sharing:
  • Use company-approved file sharing
  • Set expiration dates on shared links
  • Password-protect sensitive exports
  • Track who receives documentation

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Integration examples

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Confluence integration

Upload exported documentation directly to Confluence pages for team collaboration.

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Jira integration

Link tracking requirements to development tickets: 
As a developer, I need to implement the following events:
[Attached: tracking-plan-checkout-flow.xlsx]

Events to implement:
- checkout_started
- payment_method_selected  
- purchase_completed

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Slack notifications

// Notify team of documentation updates
{
  "text": "Tracking Plan Updated",
  "attachments": [{
    "title": "E-commerce Tracking Plan v2.2",
    "text": "3 new events added, 2 variables updated",
    "actions": [{
      "text": "Download Excel",
      "url": "https://taginsight.com/export/xlsx/plan123"
    }]
  }]
}

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Export templates

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Custom templates

Create reusable export templates: 
// Save as template
{
  "template_name": "Weekly Analytics Report",
  "format": "excel",
  "options": {
    "include_events": true,
    "include_validation": true,
    "include_examples": false,
    "group_by": "category",
    "filter": {
      "status": ["active"],
      "categories": ["e-commerce", "user-actions"]
    }
  }
}

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Industry templates

Pre-built templates for common use cases:

GA4 migration

Export format matching GA4 structure

Privacy audit

Focus on PII and consent tracking

Developer docs

Technical implementation details

QA checklist

Testing scenarios and validation

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Troubleshooting exports

  • Large plans may take 1-2 minutes
  • Consider filtering to reduce size
  • Use JSON for faster exports
  • Check export options selected
  • Verify user permissions
  • Some fields may be hidden based on role
  • PDF requires Pro plan or higher
  • API access needs Enterprise plan
  • Check your subscription level

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Next steps

Import methods

Import tracking plans back

API documentation

Automate exports via API

Version control

Manage tracking plan versions

Collaboration

Share documentation effectively