How to export an Insights report? How to export an Insights report?

How to export an Insights report?

Alek Alek

Welcome to the Qtrac Knowledge Base! This article is designed to help you export your Insights report.

Follow the step-by-step instructions below to get started.

 

Permissions Required:

Roles

  • Company Actions > Insights

 

  1. Login to Qtrac and select the Insights tab.


  2. Hover over the 3-dots to the right of your Insights report and select Export.


  3. Select your report format from the available options:

    • CSV - Standard CSV file format, ideal for general-purpose data handling and analysis.
    • CSV (structured) - CSV format with hierarchical structure, suitable for reports that include grouped fields.
    • PDF - A formatted, table-based report in PDF format, great for sharing or printing.
  4. Click Generate Report to begin generating and downloading your report.
    • NOTE: The download time can vary depending on the size of the data being exported.

If you still have any questions, please feel free to get in touch with our Qtrac Help Desk.