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 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.

Report Type

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

You can view the type of report via the Report Type column on any of the three Insight tabs.

Searching and Filtering

To quickly find a report you need, either search by report name in the search box below OR use the Filters icon to create a search filter. 

OR

 

EXAMPLE

To quickly find a spend report:

1. Click on the Filters icon   

2. Click on the Data Source option in the left side bar 

3. Select UC and then Apply

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

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