Exporting and Importing an Insight View

This guide will teach you how to export import an Insight View. This can be helpful if you want to share a particular insight view with a colleague, or if you need to send an insight view to support for help refining it.

Step-by-step:

Step	Action	Screenshot

Step	Action	Screenshot
	Exporting an Insight View
1.	Start Sigma and open the estimate containing the Insight View you wish to export.
2.	Click on the Insight tab in the estimate window.
3.	Click on the Insight Designer button in the tool bar.
4.	Click once (highlight) the name of the View you want to export and click on Export.
5.	In the following window, select a location to save the file, and click on Save.
6.	Then close the Insight Designer window.
	Insight Views are exported as .xml files.
	Importing an Insight View
1.	Start Sigma and open the estimate that you want to add the Insight to.
2.	Click on the Insight tab in the estimate window.
3.	Click on the Insight Designer button in the tool bar.
4.	Click on Import, and navigate to the Insight View .xml file you want to import.
5.	Click on the file name and then click on Open.
6.	The Insight View has been added to the Insight Designer.
7.	Close the Insight Designer window and you’ll see that the Insight View you imported has been added as a tab in the Insight window of the estimate page.