Finding Reports Quickly on the Insights Landing Page

The main Insights page is broken down into three main categories, with several potential classifications.

Main Categories

Standard Reports | Shared Reports | My Reports

Standard Reports

These are reports created specifically for CSU and UC procurement teams.

To modify a standard report, you will need to save the report first – this will then appear in the My Reports section.

Shared Reports

These are reports that are owned by another user but Shared with you.

To modify a shared report, you will need to save the report first – this will then appear in the My Reports section.

My Reports

These are your reports. Any reports you create from scratch appear here. Also, any Standard or Shared reports that you modify appear here.

Classifications

There are numerous classifications under each of the three main categories (Standard, Shared, My Reports). The classifications you see are determined by your account permissions, what content has been shared with you, and what content you create.

In this example, the user's account has access to the following classifications of Standard Reports

Expanded View	Compressed View	46 total Standard reports
		10 Contract Reports
		1 Cross-Suite Report
		2 Sourcing Reports
		31 Spend Reports
		2 Supplier Reports

By using classifications and filters, it is easy to find the report you need quickly.

EXAMPLE

We are on the Insights landing page and we want to find all the Spend reports for CSU.

1. Click on the Spend classification

2. Click on the Filter icon in the top right corner of the window 

3. In the dialog box that appears, pick Data Source, CSU, then click Apply.

Now, you will only be viewing the Standard Spend Reports for CSU.

If you want to know more about  Filtering, read this article.