Exporting data from Insight Engine™

Generate a report from any search result

Updated over a week ago

Overview

Any set of search results of Bills, Dockets or Filings in Insight Engine™ can be exported. This is a great option if you want to complete your own detailed analysis or generate a quick report on a regular basis to share with colleagues. 

If you would like help with a more complex data export, contact us.

Use Cases:

You can generate a report from any search result in Insight Engine™ from anywhere on our platform. For example you can generate a report of:

  • "My Favorites" or "Organization Favorites"

  • Trending bills or dockets

  • Insights

  • Any search result with custom keywords or filter options

  • Any combination you can dream up :)

Exported fields

All of the bill/docket details will be included in the export plus your private team comments, summaries, positions and more. Find out more about collaborating with your team.

How to generate a report data

  1. Look for the "Generate Report" button in the upper right of any table of results. 

  2. Select "Generate Report"

  3. Choose your preferred format options (csv or docx)

  4. Insight Engine™ will send you an email with a special download link in a few moments

Note: You can export up to 2,000 search results in spreadsheet format (CSV) or 50 results in word doc format (docx). 

Included data:

Dockets:

Bills:

Docket title

Bill title

Description

Session

Industries

Year

Major parties

Forecast score

Status (open/closed)

Bill forecast

Date opened

Primary sponsors

Date closed

Bill status

Date contents updated

Last action on

Source URL

Introduced on

Insights summary (if available)

Passed on

Priority (as set by your organization, if available)

Source URL

Comments (from your organization, if available)

Insights summary (if available)

Favorited by (within your organization)

Priority (as set by your organization, if available)

Watch Lists

Comments (from your organization, if available)

Trending score

Favorited by (within your organization)

Watch Lists

Trending score

Did this answer your question?