📊 How To
Insights allows you to view all data contained within a report, onscreen.
However, if the report is large or you want to save it to a shared folder within your organisation, you can select the ‘Export’ button and download it as a CSV file.
This button is available on every report and sits on the right-hand side of the screen.
The export menu gives you two options:
- You can export the data immediately as a CSV file ( i.e. a table of data)
- CSV files can be used with most spreadsheet programmes such as Microsoft Excel or Google Spreadsheets
- Once you have the data in raw format, you manipulate it however you wish
- You can run the report offline
- This is useful if the report you are running is particularly large
- Once the report has run, it will automatically be sent to you via email.
To run the report Offline, select ‘Offline (via email)’ and you will see a pop-up screen:
- Your email address will be automatically populated and cannot be changed
- You can change the Report Label if you wish - this is included in the subject field of the email you will receive.
You can choose if you would like the report sending as a Standard Zip file or as an AES 256 file
- Just like with the reports you may save or schedule, this report can only be opened with a password
- The system generates one by default which you can use, or you can overwrite with your own
- The password must be alphanumeric and at least 8 characters in length
If you want to include any notes in the body of the email, you can enter them here:
Once you are happy with your Offline report, click 