Scheduling, Saving, and Sending Data

Customer Insights is an incredibly useful tool for discovering and analyzing data, but, if you don’t want to, you definitely don’t have to spend your entire day working solely with Customer Insights. Instead, Customer Insights provides a number of ways to schedule, save, and send data, all of which allows you to view and analyze that data offline, or in a different application, or even to share that data with users who don’t have Customer Insight accounts. As a result, you can make selected data widely-available in your organization, yet still limit access to Customer Insights itself.

In this section of the documentation, we discuss three methods for making data available offline and/or to other users: