How to Guides
These guides will walk you through specific scenarios
HOW TO GUIDES for Insights & Vision |
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How to Setup a Report for Expiring Contracts |
How to Report on Campus Contracts Under Management |
How To Find OMNIA Contracts with Insights |
How To Find Systemwide Contracts with Insights |
Knowledge Base
The Knowledge Base Articles are fully searchable, available on all devices, do not require downloading a PDF, and can be printed for easy reference. You can also access the full Insights & Vision Knowledge Base here.
Are you looking for help with Contract reporting? Check out the Contracts Reporting Overview!
CATEGORY | KNOWLEDGE BASE ARTICLES |
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Creating Reports | Accessing the Insights Module |
Creating a Report with Insights | |
Modifying a Report with Insights | |
Filtering Reports with Insights | |
Types of Filters in Insights | |
Data Source Objects in Insights & Vision | |
Formatting and Calculations | Formatting Numerical Values in Insights |
Custom Calculations with Insights – Derived Measures | |
Charts and Visualizations – Flip a Grid to a Chart | |
Sharing and Exporting | Sharing Reports with Insights |
Subscribing to Reports in Insights | |
Exporting Report Data – Aggregated Information | |
Exporting Report Data – Row-Level Transactional Detailed Information | |
Export Log – Accessing Previous Data Exports | |
Dashboards | Accessing Dashboards |
How To Save Your Dashboard | |
Sharing a Dashboard | |
Glossary and Categories | Diversity Category Glossary |
Recategorization Feedback Requests | |
CalUsource Categories | |
Spend Glossary – UC Reporting Objects |