In Insight, there are 2 reports that export to an Excel file. The rest of the information is only able to be saved as a .PDF file. If you need a custom export done, you can contact the support department to check if the programmers are able to export what you need. Custom exports will have a fee based on the number of programming hours needed to complete the export.
NOTE: If you are on the cloud version of Insight, view the guide here to copy files from the cloud to your computer.
Client Listing #
Once you open this report, it will select all clients by default. You will see a Count field that will display the number of clients in your system.
Click the 
button to export the client list to an excel file.
Inventory and Service Listings #
You will be able to export services, retail products, professional products, series and packages to an excel file here.
Click the button to export your chosen list to an excel file.