From 62a8b6977043a4d16441d9af966d16558e57d105 Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Mon, 29 Apr 2024 12:07:47 -0400 Subject: [PATCH 1/2] Update Insights.md fixed FAQ section --- .../spending-insights/Insights.md | 22 +++++++++---------- 1 file changed, 10 insertions(+), 12 deletions(-) diff --git a/docs/articles/expensify-classic/spending-insights/Insights.md b/docs/articles/expensify-classic/spending-insights/Insights.md index ce07f4b56450..052ea8b13395 100644 --- a/docs/articles/expensify-classic/spending-insights/Insights.md +++ b/docs/articles/expensify-classic/spending-insights/Insights.md @@ -4,16 +4,16 @@ description: How to get the most out of the Custom Reporing and Insights redirect_from: articles/other/Insights/ --- -{% raw %} -# What is Custom Reporting and Insights? -The Insights dashboard allows you to monitor all aspects of company spend across categories, employees, projects, departments, and more. You can see trends in real time, forecast company budgets, and build unlimited custom reports with help from our trained specialist team. + +# Overview +The Insights dashboard allows you to monitor all aspects of company spending across categories, employees, projects, departments, and more. You can see trends in real-time, forecast company budgets, and build unlimited custom reports with help from our trained specialist team. ![Insights Pie Chart](https://help.expensify.com/assets/images/insights-chart.png){:width="100%"} ## Review your Insights data -1. Navigate to your [Insights page](https://www.expensify.com/expenses?param={"fromInsightsTab":true,"viewMode":"charts"}), located in the left hand menu +1. Navigate to your [Insights page](https://www.expensify.com/expenses?param={"fromInsightsTab":true,"viewMode":"charts"}), located in the left-hand menu 2. Select a specific date range (the default view has the current month pre-selected) -3. Use the filter options to select the categories, tags, employees etc that you want insights on +3. Use the filter options to select the categories, tags, employees, or any other parameter 4. Make sure that View in the top right corner is set to the pie chart icon 5. You can view any dataset in more detail by clicking in the “View Raw Data” column @@ -21,7 +21,7 @@ The Insights dashboard allows you to monitor all aspects of company spend across 1. Switch the View in the top right corner of the [Insights page](https://www.expensify.com/expenses?param={"fromInsightsTab":true,"viewMode":"charts"}) to the lists icon 2. Select the expenses you want to export, either by selecting individual expenses, or checking the select all box (next to Date at the top) -3. Select **Export To** in the top right hand corner to download the report as a .csv file +3. Select **Export To** in the top right-hand corner to download the report as a .csv file ## Create a Custom Export Report for your Expenses @@ -43,28 +43,28 @@ If you would like to create a custom export report that can be shared with other #### Can I put expenses from different policies on the same report? -Custom export reports created under Settings > Account > Preferences page are able to export expenses from multiple policies, and custom export formats created under Settings > Policies > Group > [Policy Name] > Export Formats are for expenses reported under that policy only. +Custom export reports created under the Settings > Account > Preferences page can export expenses from multiple policies, and custom export formats created under Settings > Workspaces> Group > [Workspace Name] > Export Formats are for expenses reported under that policy only. #### Are there any default export reports available? Yes! We have [seven default reports](https://community.expensify.com/discussion/5602/deep-dive-default-export-templates) available to export directly from the Reports page: - **All Data** - Expense Level Export** - the name says it all! This is for the people who want ALL the details from their expense reports. We're talking Tax, Merchant Category Codes, Approvers - you name it, this report's got it! -- **All Data** - Report Level Export - this is the report for those who don't need to see each individual expense but want to see a line by line breakdown at a report level - submitter, total amount, report ID - that kind of stuff +- **All Data** - Report Level Export - this is the report for those who don't need to see each individual expense but want to see a line-by-line breakdown at a report level - submitter, total amount, report ID - that kind of stuff - **Basic Export** - this is the best way to get a simple breakdown of all your expenses - just the basics - **Canadian Multiple Tax Export** - tax, GST, PST...if you need to know tax then this is the export you want! - **Category Export** - want to see a breakdown of your expenses by Category? This is the export you - **Per Diem Export** - the name says it all - **Tag Export** - much like the Category Export, but for Tags -*To note: these reports will be emailed directly to your email address rather than downloaded on your computer.* +*These reports will be emailed directly to your email address rather than automatically downloaded.* #### How many expenses can I export in one report? The custom export reports are best for small-to-medium chunks of data. If you want to export large amounts of data, we recommend you use a [default export report](https://community.expensify.com/discussion/5602/deep-dive-default-export-templates) that you can run from the Reports page. #### What other kinds of export reports can my Account Manager help me create? -We’ve built a huge variety of custom reports for customers, so make sure to reach out to your Account Manager for more details. Some examples of custom reports we’ve build for customers before are: +We’ve built a huge variety of custom reports for customers, so make sure to reach out to your Account Manager for more details. Some examples of custom reports we’ve built for customers before are: - Accrual Report - Aged Approval Reports @@ -97,7 +97,5 @@ We’ve built a huge variety of custom reports for customers, so make sure to re - Unposted Procurement Aging Report - Unposted Travel Aging Report - Vendor Spend -- … or anything you can imagine! -{% endraw %} {% include faq-end.md %} From 156b177724e3ccb96b6abbb3868a9707d167fac4 Mon Sep 17 00:00:00 2001 From: maddylewis <38016013+maddylewis@users.noreply.github.com> Date: Mon, 29 Apr 2024 12:21:48 -0400 Subject: [PATCH 2/2] Update Insights.md additional updates to Insights article --- .../spending-insights/Insights.md | 18 +++++++++--------- 1 file changed, 9 insertions(+), 9 deletions(-) diff --git a/docs/articles/expensify-classic/spending-insights/Insights.md b/docs/articles/expensify-classic/spending-insights/Insights.md index 052ea8b13395..c5ee218352fd 100644 --- a/docs/articles/expensify-classic/spending-insights/Insights.md +++ b/docs/articles/expensify-classic/spending-insights/Insights.md @@ -26,28 +26,28 @@ The Insights dashboard allows you to monitor all aspects of company spending acr ## Create a Custom Export Report for your Expenses 1. Navigate to **Settings > Account > Preferences > scroll down to CSV Export Formats** -2. Build up a report using these [formulas](https://community.expensify.com/discussion/5795/deep-dive-expense-level-formula/p1?new=1) +2. Build up a report using these [formulas]((https://help.expensify.com/articles/expensify-classic/spending-insights/Custom-Templates)) 3. Click the **Custom Export** button on the Insights page and your Account Manager will help get you started on building up your report -## Create a Custom Export Report for your Policy +## Create a Custom Export Report for your Workspace -1. Navigate to **Settings > Policies > Group > [Policy Name] > Export Formats** -2. Build up a report using these [formulas](https://community.expensify.com/discussion/5795/deep-dive-expense-level-formula/p1?new=1) +1. Navigate to **Settings > Workspaces > Group > [Workspace Name] > Export Formats** +2. Build up a report using these [formulas](https://help.expensify.com/articles/expensify-classic/spending-insights/Custom-Templates) 3. If you need any help, click the **Support** button on the top left to contact your Account Manager {% include faq-begin.md %} #### Can I share my custom export report? -If you would like to create a custom export report that can be shared with other policy admins, you can create these by navigating to the **[Settings > Policies > Group > [Policy Name] > Export Formats](https://www.expensify.com/admin_policies?param={"section":"group"})** page. Custom export reports created under **Settings > Account > Preferences** page are only available to the member who created them. +If you would like to create a custom export report that can be shared with other workspace admins, you can do so by navigating to the **[Settings > Workspaces > Group > [Workspace Name] > Export Formats** page. Custom export reports created under the **Settings > Account > Preferences** page are only available to the member who created them. -#### Can I put expenses from different policies on the same report? +#### Can I put expenses from different workspaces on the same report? -Custom export reports created under the Settings > Account > Preferences page can export expenses from multiple policies, and custom export formats created under Settings > Workspaces> Group > [Workspace Name] > Export Formats are for expenses reported under that policy only. +Custom export reports created under the Settings > Account > Preferences page can export expenses from multiple workspaces, and custom export formats created under Settings > Workspaces> Group > [Workspace Name] > Export Formats are for expenses reported under that workspace only. #### Are there any default export reports available? -Yes! We have [seven default reports](https://community.expensify.com/discussion/5602/deep-dive-default-export-templates) available to export directly from the Reports page: +Yes! We have [seven default reports](https://help.expensify.com/articles/expensify-classic/spending-insights/Default-Export-Templates) available to export directly from the Reports page: - **All Data** - Expense Level Export** - the name says it all! This is for the people who want ALL the details from their expense reports. We're talking Tax, Merchant Category Codes, Approvers - you name it, this report's got it! - **All Data** - Report Level Export - this is the report for those who don't need to see each individual expense but want to see a line-by-line breakdown at a report level - submitter, total amount, report ID - that kind of stuff @@ -60,7 +60,7 @@ Yes! We have [seven default reports](https://community.expensify.com/discussion/ *These reports will be emailed directly to your email address rather than automatically downloaded.* #### How many expenses can I export in one report? -The custom export reports are best for small-to-medium chunks of data. If you want to export large amounts of data, we recommend you use a [default export report](https://community.expensify.com/discussion/5602/deep-dive-default-export-templates) that you can run from the Reports page. +The custom export reports are best for small-to-medium chunks of data. If you want to export large amounts of data, we recommend you use a [default export report](https://help.expensify.com/articles/expensify-classic/spending-insights/Default-Export-Templates) that you can run from the Reports page. #### What other kinds of export reports can my Account Manager help me create?