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How to Download Insight Dashboards Data

Any Insight Dashboard report can be downloaded, allowing you to share data with others, prepare for a meeting, or import to another system.

To download a report, click the ellipsis icon in the top right corner of any Insight Dashboard and select Download:

Select the format in which you’d like to download it:

CSV is best for importing into a spreadsheet, while the PDF format is designed to be printed, and presents the data in a more visual way:

When PDF is selected, use the dropdown to select a size for your document, and the checkboxes to control the layout and whether all table rows should be expanded:

When you’re done, you can click Open in Browser to display the report separately in a new tab (if PDF was selected), or click the Download button to download the file to your device.

See also:

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