Exporting a Watchlist

The Insights Platform allows users to export any Watchlist from their account to Microsoft Excel. Exporting to Excel allows you to share any of your Watchlists with anyone else that has access to the Insights Platform. 

To Export a Watchlist to Excel, you will need to go to your lists of Watchlists in your account. Once you see your list or the specific Watchlist you wish to export, select Export (Figure 1):

Figure 1 Export

Once exported, an Excel file will begin to download. You can then provide the downloaded file to others with Insights Platform access accordingly.

Note: To import a downloaded Watchlist into the Insights Platform, select the Import from Excel option.