Insights Chapter 9 : Downloading Reports and Dashboards

Adam Klug
Adam Klug
  • Updated

Often we have have see that we need to create these reports and dashboards not just to see the operational metrics and measure the operational efficiency of the business but also to insert these metrics into our annual reports or journals or presentations.

So, many times we get questions as to how do we download our charts or get the underlying data.

In Assignar Insights module once you have created a report you can hit the download button in the settings tab.

This report now can be downloaded in any format, csv, excel, txt or just as an image file.

And a dashboard can be exported as a pdf document or the underlying data can be exported as a .csv file.

In the above picture if you select the option to download as a csv, then you would get a zip file which consists of 5 .csv files. 1 each for the reports in the dashboard.

For more information, please see the video.



Was this article helpful?

0 out of 0 found this helpful