In order to export data from your Insightly account, your Insightly administrator must enable this option for you.
You can use your report's raw data to a file that can be used to manipulate the information in a spreadsheet program, like Excel, or create your own graphs in a reporting program, like PowerBI.
To export your report data:
- Run the report.
- Click Actions and select Export to Excel or Export to CSV.
- Insightly will display a message at the top of the screen confirming the export has been requested.
- When your file is ready, you will receive an email with a link to download the file. Click the link and save the file to your computer. (The link will be valid for 30 days.)
- Now, you can open or import the file into your spreadsheet program or reporting tool, where you can manipulate the data or create your own charts.
A report can also be emailed to you automatically on a schedule or when certain conditions are met with schedules and alerts. These features are available with a paid Insightly subscription.
If you don't receive an email with your report, check your email program's spam folder and settings.