Downloading and exporting files from Finance Menu, Timesheets Menu, Case List Menu, Company List Menu and Charges Menu

When clicking the "Export" button you may not see the file downloading directly to your computer, it is first sent to the Message Centre and from here you can download the exported file to your computer.

Using the Export function from the 5 following areas is handled by the iinsight Message Centre, located in the top, middle bar of the iinsight screen.

In each of these cases, the downloaded file will appear in the Message Centre for viewing until deleted.

Click My Dashboard then on the right side under Saved Reports click the Excel icon to download the file.

Note: Exporting can be useful for searching for specific objects that the iinsight search engine may not currently support - i.e.; searching the exported Excel sheet of the Case List to collect all cases that currently have a plan assigned to them.