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How do I get the data from an Insight card in a downloadable format?

Insights Boards have been created with Collaboration@Workplace in mind. If you like any Insight card and want to download the underlying data in a tabular format like .csv, here’s what you do:

  • Login to your OnlineSales.ai Account at apps.onlinesales.ai
  • Navigate to ‘Insights’ tab on the top navigation bar
  • Open a board by selecting it under ‘Board’
  • Click on the Download icon
  • The card data will download in a tabular format viewable on Microsoft Excel or Google Sheets.
Updated on January 11, 2017

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