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How to download Insights?

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    1. Open the Dashboard where the Insight is located.
    2. Click on the download icon in the upper right-hand corner of the Insight.
    3. Select either "Download CSV" or "Download XLSX".
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    • Ahmed Eltanahy Hi Eltanahy ,

      Is it possible to change the name of the xlsx downloaded report? Instead of having the generated id name I would like to   have a simple name and the current date.

      Best regards,

      Catalin Sandu

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    • Sandu Catalin Which version of Incorta are you using? In our later versions, the CSV that is downloaded will have the insight name with + for spaces and the date and unique ID at the end e.g. Audit+Details_20190921_0432.csv. I cannot remember off the top of my head which version which introduced this change but it is there in Release 3.3 and above. 

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  • I get 40 random characters followed by the _yyyymmdd_hhmm.csv for a downloaded filename.  We have version 4.3.6

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  • 1 yr agoLast active
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