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How can I download my reports and dashboards?
How can I download my reports and dashboards?

Can I export or print my Insights?

Bruno Manno Mendonça avatar
Written by Bruno Manno Mendonça
Updated over a year ago

You can find your reports by going to the Insights.

Your account comes with two default dashboards called Revenue and Team and you can also create extra dashboards or reports here (read more about Pro features).

To quickly export a dashboard with all its reports:

  1. First, select the name of the dashboard you want to export in the dropdown list at the top left of the Insights screen.

  2. Then, make sure you have the correct time, team, and pipeline filters applied.

  3. Last, just click on the three-dot menu on the top right of the dashboard screen, and select Print dashboard

To export individual reports, the steps are the same:

  1. Select the dashboard,Make sure the correct filters are applied,

  2. And then click on the three-dot menu on the specific report you want to export and select the “Download” option.

That’s it! Let us know on the chat if we can help you with anything else.

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