Insights & Vision / Spend Analytics QRGs

Insights & Vision Knowledge Base Articles (KBAs). 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.

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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 Diversity Category Glossary