How to export an Insights report?

Welcome to the Frontlion 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:

�

1. Login to Frontlion 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.
   • XLSX - A Microsoft Excel file format that supports advanced features like formulas, charts, and multiple worksheets. Ideal for complex data management, reporting, and visualization.
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�Frontlion Support.