How do I export data from Patchwork Insights?

Learn the different ways you can export raw data or visuals directly from a dashboard on Patchwork Insights.

Sharing a view

1. Click the share icon and select the share this view button.

2. Click copy link and then share it with your team.

3. Click done to close the sharing dialog.

Remember that other users need the same permissions as you to see the same view.

Exporting visuals and dashboards

1. Click the export icon to start saving or sharing your dashboard.

2. Select generate PDF to create a printable version of your dashboard. You can continue your data analysis while the export processes in the background.

3. The export options menu shows previously exported reports. Just select view exports to access them.

4. Once the export is complete, download your file for review or sharing. You can rename it as required.

Accessing and exporting raw data

• Many dashboards include a 'backing data' tab to access the detailed raw data.

• From here, you can click to expand or reduce individual rows.

• Open the more options menu via the ellipsis to access additional table controls.

• Select export to Excel or CSV to download the currently displayed data for use outside of Patchwork Insights.