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Can I download the Insights Dashboard?

Export the Insights Dashboard results to Excel

Updated this week

Download the dashboard to Excel

Any user with 'View Dashboard' access can download the Insights Dashboard results to Excel.

You will only be able to view and download the results for companies you have been granted permission to access. By default, Admin-level users will have access to all the companies in a Fathom organisation.

To export the Insights Dashboard results to Excel:

  1. In the lower left corner of the dashboard, click the Cloud icon
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  2. Select the bolded and underlined period and date options to change the period and date for which you download results.
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  3. In the drop-down menu, choose to download results for:

    1. Current dashboard view - if you have sorted or filtered companies on the dashboard, results will only be downloaded to match the companies viewed on the dashboard.

    2. All clients - results will be downloaded for all clients or companies on the dashboard, regardless of the filters applied to the dashboard.
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  4. Select whether to include key metric averages or not in your download
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  5. Select Download Excel

💡 Smart Tip: You can sort the dashboard before downloading the dashboard to Excel to display the list of companies according to their results.

While you can use the 'Search' function at the top of the dashboard to find a specific company, it will not impact to downloaded Excel report of the dashboard. Only the 'Sort' and 'Filter' options will change the results included in the downloaded Excel report.

You can also download summary reports from the Insights Dashboard for a more visual representation of individual company results.

💡 Smart Tip: You can include more clients or companies on the Insights Dashboard at a cost-effective rate with a Portfolio plan.

Learn more

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