Insights & Vision / Spend Analytics

How to Guides

These guides will walk you through specific scenarios

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HOW TO GUIDES for Insights & Vision
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!

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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
CalUsource Categories
Spend Glossary – UC Reporting Objects