Manage insights

Once an insight has been created, it can be managed via the Save dropdown menu in the top right corner of the editor. This includes saving, editing, exporting, duplicating, and deleting the insight.

Where to find insight management actions

Click the Save button or the three-dot menu ... in the top right corner of an insight to open the options menu.

Available Options

Option	Description
Edit	Opens the insight in the editor to make changes.
Export data	Allows exporting the table data of the insight as CSV, Excel, Parquet, or JSON.
Save to dataset	Saves the results of the insight (filtered and aggregated data) to a new dataset. You can choose the name and location of the dataset.
Copy insight ID	Copies the unique insight ID (useful for referencing in code or integrations).
Duplicate insight	Creates an editable copy of the insight in the same solution. A pop-up prompts you to choose a name and description for the new insight.
Delete insight	Permanently deletes the insight (only available if you are the owner).

Saving behavior

• Save: This saves the current insight. Only the Insight Owner sees this button.

• Save as new insight: This button appears for users who are not the Insight Owner. It creates a duplicate of the current insight under your own ownership.

What happens when duplicating an insight

By clicking Duplicate insight, a modal opens where you can:

• Set a new name for the duplicated insight.

• Optionally add a new description.

• The duplicated insight appears in the same solution as the original and opens in the editor.

This is useful when you want to adapt an existing insight without affecting the original.

What happens when saving to a dataset

By clicking Save to dataset, you can save the data output of an insight – after filters, joins, and aggregations – in a new dataset.

You will be prompted to:

• Choose the workspace, solution, and dataset location.

• Confirm or change the dataset name.

• The new dataset will contain the results table exactly as it appears in the editor.

This is useful when you want to continue working with the cleaned or aggregated result as a new base dataset.

Notes on permissions

• Only Insight Owners can save changes to an existing insight.

• Non-owners can always use Duplicate insight to create a copy that they own.

• Any user can export data or copy the insight ID.