Export Data to Excel or CSV

Users can export Insight data into Excel or CSV.
Some Insights will allow a direct export to Excel or CSV, whereas some require you to schedule the export.

Note: You can only export individual Insight Tiles to Excel or CSV.
You can't export an entire dashboard to Excel or CSV.

To do this, follow these steps...

Schedule an export:

1. Locate the specific Insight Tile
2. Select the 3 dots on the top right hand corner of the Tile
3. Select Schedule Report
4. A new pop up will appear on the screen, please configure...
   1. To: who the export will be sent to
   2. Subject: change if needed
   3. Message: change if needed
   4. Select Attachments: allows you to add more than just the one Insight to the schedule
   5. Format Options: allows you to choose either Excel or CSV
   6. Occurrence: set when the export will occur
   7. Repeats: set how often it will repeat the export

Export directly to Excel or CSV:

1. Locate the specific Insight Tile
2. Select the 3 dots on the top right hand corner of the Tile
3. Select Export to XLSX or Export to CSV
4. The export will process immediately