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.

All links open in a new window.
CATEGORY KNOWLEDGE BASE ARTICLES
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

 

 

These QRGs outline tasks within the pre-2020 Spend module. Use the category to help you find the QRG you need more quickly.

All links open in a new window.
CATEGORY QUICK REFERENCE GUIDE
Dashboard Configuring the Spend Dashboard (PDF)
Reports Creating a New Report (PDF)
Report Filter Search Symbols (PDF)
Subscribing, Exporting and Sending Reports (PDF)
Searching Using Narrow to Broad Syntax (PDF)
Searching Using Not in List (PDF)
Searching on a Transaction Number (PDF)
Analytical Reports FAQ (PDF)
Feedback Leaving Category and Supplier Feedback (PDF)