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Pulling All Data

How do I configure a report to pull ALL data from Insightly? Do I have to manually add each tag, information, etc. or is there a quick way to do this?

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  • Hi Katie, 

    You will not be able to do a full export in one report. The simplest way to do this would be to go into each record type (leads, contacts, organizations, tasks, opportunities, projects) and select all and then export them. If you need help knowing how to do this, let me know and I will take a screenshot for you. 

    Let's make business simple-

    Erin 

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  • Katie,

    Erin is correct. You cannot export your data into one report using Insightly alone. You can, however, export all your data into multiple flat files using Flatly.io linked to Microsoft Power Business Intelligence pulling all the necessary datasets together into one report. 

    Let me know if you have any additional questions.

    Thank you,

    Micah Feldkamp 

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