Exporting Records from an Insight

You can export records from insights into Excel, provided you're approved by your organization's system administrator to perform this action. 

To export, open the Insight that you’d like to export and click the View Options gear button at the top.​

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Next, click Export in the right-hand menu.

The Insight you have open currently will automatically be selected, 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.

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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. ​