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Exporting an insight to excel

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Exporting an insight to excel

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How to export your Insight data over to Excel using Omnidek

*This article begins with the User already having the Insight Module opened

  • If you need more information on how to accomplish this view this article —

With the Insight Module open, the next step is to prepare how you want the data presented on your export

  • Use the Group By and Column Header Features to arrange the information in the insight to best fit your export need
    • If you are unsure how to use the Group By or Column Header Features check out these articles
  • Once the Insight is arranged and Grouped as you need it to be, simply click the “Export to Excel” Button located on the top right hand side of the module.
  • Once clicked, Your Excel Export will download to your local machine so you will be able to do whatever you need with the report

 

See more articles for Insights
Last Updated On December 04, 2018
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