Visual Insights: Downloading data

Available for Roles Super Admin, Admin, Team Member
Permissions • View Visual Insights reports
Packages Lever Basic, LeverTRM, LeverTRM for Enterprise

Downloading data from Visual Insights allows you to keep your own records and run your own calculations with your recruitment information outside of your LeverTRM environment. As you are reading, refer to our LeverTRM Glossary for definitions of the key terms and concepts used in this article.

Methods for downloading data

There are 4 methods for downloading data from Visual Insights.

Method 1: Downloading data from dashboards

To download all of the data from a dashboard at once, click the three stacked dots ⠇in the upper-right corner of the filters bar and select the Download option.

Arrow pointing to three stacked dots button at top of dashboard with download option highlighted on hover.

Next, select a format for the exported file.

If you select the CSV file format...
All data from the dashboard will be exported in a .zip file, containing one CSV spreadsheet for every individual chart on the dashboard.

If you select the PDF file format...
The dashboard will be exported as a single PDF containing all charts as they appear on the dashboard. Once you have selected the PDF file format, additional options will appear that you can use to configure the size and orientation of the charts on the exported PDF. Note that, by default, dashboards containing tables only show as many rows as are visible within the frame of the table on the exported PDF (i.e. rows that you would need to scroll to reveal on the live dashboard will not appear on the dashboard when it is downloaded as PDF). To show rows beyond what appears within the frame of the table, check the 'Expand tables to show all rows' checkbox before downloading.

Dashboard download modal with PDF format selected and arrow pointing to expand tables to show all rows option.

Once you have selected a file format, click the Download button.

Method 2: Downloading data from charts

To download data from a chart, click the three stacked dots ⠇in the upper-right corner of the chart tile and click Download data.

Pipeline opportunity volumemn chart with Download data button extended from upper right corner.

A modal will appear in which you will be prompted to select an export format for the download. Once you have selected a format, click the Download button.


If the chart for which you are downloading data is a table and you select the PNG export format, note that only first 24 rows in the table will appear on the exported image.

Method 3: Downloading data from drill down tables

Drill down tables appear when you click into a value on a chart. The table contains records for the opportunities, postings, or requisitions to which the events, measurements, or objects contributing to the drilled value are associated. Click the Download in the upper-right corner of the drill down table, select an export format for the download in the modal that appears, and then click Download button.

Drill down table with Download button highlighted.

Note that drill down tables can list a maximum of 500 records. If the drilled value is comprised of data from more than 500 records, and you wish to download data from all records that comprise that value, follow these instructions before clicking the Download button in the modal:

  • Click ▸ Advanced data options beneath the export format menu. 
    • Note: This button will not appear if you have selected the PNG export format for the download.

Data download modal with arrow pointing to Advnaced data options beneath export format menu.

  • Select the All results option under the Number of rows to include header.

Expanded advanced data options menu with all results selected under number of rows to include heading.

For full details, refer to our help article on drill downs.

Method 4: Running bulk data exports


Bulk data exports can only be run by users with Super Admin level access or those that have had export permissions configured as such by a Super Admin.

To download data associated with the objects and forms in your LeverTRM environment, you may consider running a bulk data export. These exports contain granular information fields and are ideal for data back-ups and record keeping. To run a bulk data export, click chevron (>) on the left side of the page, click Exports and select the type of data export you wish to run from the expanded menu.

Exports page in Visual Insights with navigation menu expanded and Exports option highlighted on hover.

To initiate an export, fill out any required fields on the export page and click the Generate Export button. Pop-ups will appear in the lower-left corner of the screen to indicate that generation of the export is in progress. When generation is complete, click the Download file button on the pop-up. For descriptions of the 9 export types and the data included in each, check out our help article on bulk data exports.

Data export formats

If you are downloading data directly from a chart or a drill down table (see methods 1 and 2 above),  you will be required to select an export format in the modal that appears. The default selection is a TXT file format, however you will notice there are a number of other export formats from which you can choose.

Download modal with file format menu expanded.

When choosing an export format, it is best to think of the 7 available options as being divided into two categories - Standard and Developer.

Standard export formats

TXT, Excel, CSV and PNG are considered 'Standard' export formats. In most cases, we recommend downloading data in a standard export format so you can easily manipulate the data with tools that are readily available to you, Standard export file types do not require additional applications or technical expertise in order to work with them.

Developer export formats

JSON, HTML, and Markdown are considered 'Developer' export formats. In most cases, we advise against downloading data using these export formats, as the generated files require development tools in order to access and manipulate the data. If you find that you are regularly need to download data in a developer export format, consider making use of Lever's Data Warehouse Sync option available with the Advanced Analytics add-on.

Getting developer assistance with an HTML export

In the event that you require data in an HTML export format, note that you will need the assistance of a developer at your organization to link the values in the file back to the Visual Insights dashboard from which you downloaded it. To do this, they must open the HTML file in an editor and update the 'href' (located between the <a> tags) with the URL for the dashboard from which the download originated.

For example, if you downloaded data from a chart on the Overview dashboard in an HTML export format, the code in the export...

<a href='/explore/lever_reporting/opportunity_progress_events_dash? target='_self'>

...would have to be updated to:

<a href='' target='_self'>
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