Question
Pegasystems Inc.
US
Last activity: 19 Jun 2025 12:23 EDT
Export to Excel option not available for Insight
I have an Insight as a table with a data page that is sourced from a report definition. I am not given the option to Export to Excel for the Insight. Is there additional configuration required?
Accepted Solution
Pegasystems Inc.
US
Hi @PoojaPalla and @RameshSangili thanks for the replies. I may have misstated my configuration, apologies. I do have a report definition as the source for my data page and then the Insight is sourced from that data page. This is a supported configuration for Insights.
What I was missing was my Insight was only configured for ADMIN access. Once I re-created it and made it Public, or even with Private as an option, I am able to see the Export to Excel option. Thank you again for the input!
Publicis Sapient
IN
Hi @DaveFinley
Hope this helps
Even if “Allow querying any column” is checked, the “Export to Excel” option won’t appear in Insights if it’s built on a Dpage instead on a report definition. This is because Pega may block export for complex or parameterized Dpage. In Constellation apps, UI limitations or missing permissions can also hide the option. Maybe you can try this- try creating the Insight directly from the report — if export works there, the issue is with the data page.
Pegasystems Inc.
CA
Yes, Export to Excel option would not appear for those data page sources. Currently, the source must be backed by a Report Definition to be enabled for Export to Excel.
Accepted Solution
Pegasystems Inc.
US
Hi @PoojaPalla and @RameshSangili thanks for the replies. I may have misstated my configuration, apologies. I do have a report definition as the source for my data page and then the Insight is sourced from that data page. This is a supported configuration for Insights.
What I was missing was my Insight was only configured for ADMIN access. Once I re-created it and made it Public, or even with Private as an option, I am able to see the Export to Excel option. Thank you again for the input!