The main Insights page is broken down into three main categories, with several potential classifications.
Standard Reports | Shared Reports | My 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.
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.
These are your reports. Any reports you create from scratch appear here. Also, any Standard or Shared reports that you modify appear here.
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
||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.
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.