Exporting to Excel

Exporting the Insights report to an Excel spreadsheet maintains the formatting. Additional information from Insights is also available in the second tab of the spreadsheet:

  • Filter Summary
  • About This Report
  • Fields Used

To export an Insights report to Excel:

  1. Go to Main Menu [] > Insights.

  2. From the Insights toolbar, click Settings.

    Insights settings menu

  3. Select Export > To Export Workbook.

  4. Select a Page Format.

  5. Select an Orientation.

  6. Enable one of the following Scaling options.

    • Adjust to: Enter the normal size by percentage.
    • Fit to: Enter the page width by page tall.

  7. Click Export. The Excel spreadsheet is available with the Report and Report_Information tabs.