Any Record Insight in Winmore can be exported as an Excel file by subscribers with appropriate permissions. See the Creating Record Insights article for details on creating a new Insight. Open the Insight that you’d like to export and click the View Options button at the top.
Next, click Export in the right-hand menu.
The Insight you have open currently will automatically be selected (note the blue check mark), but you can also click to include any other custom Insights in the same export. Click the green Export button at the top to download the file to your device.
The export function opens a new tab in your browser. Some pop-up blockers will prevent this page from loading and cancel the export. Please ensure that your browser allows pop-ups from https://secure.lanetix.com This setting is shown for Chrome browser (recommended) below.
The exported Excel file contains the same data and column headers as in your custom Record Insight. Any additional Insights you selected will appear as additional sheets in the Excel workbook.
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