Merge pull request #56418 from Expensify/johncschuster-patch-4

docs/articles/expensify-classic/spending-insights/Insights.md

@@ -1,101 +1,88 @@
 ---
 title: Custom Reporting and Insights
-description: How to get the most out of the Custom Reporting and Insights
+description: Learn how to use Custom Reporting and Insights in Expensify to analyze spending, export data, and create custom reports.
 redirect_from: articles/other/Insights/
 ---
-<!-- The lines above are required by Jekyll to process the .md file -->
 
-The Insights dashboard allows you to monitor all aspects of company spending across categories, employees, projects, departments, and more. You can see trends in real time, forecast company budgets, and build unlimited custom reports with help from our trained specialist team. 
+The Insights dashboard in Expensify provides a real-time overview of company spending across categories, employees, projects, and departments. It allows you to identify trends, forecast budgets, and create unlimited custom reports with the help of our support team.
 
 ![Insights Pie Chart](https://help.expensify.com/assets/images/insights-chart.png){:width="100%"}
-## Review your Insights data
 
-1. Navigate to your [Insights page](https://www.expensify.com/expenses?param={"fromInsightsTab":true,"viewMode":"charts"}), located in the left-hand menu
-2. Select a specific date range (the default view has the current month pre-selected) 
-3. Use the filter options to select the categories, tags, employees, or any other parameter
-4. Make sure that View in the top right corner is set to the pie chart icon
-5. You can view any dataset in more detail by clicking in the **View Raw Data** column 
+---
+
+## Review Your Insights Data
+
+1. Navigate to your [Insights page](https://www.expensify.com/expenses?param={"fromInsightsTab":true,"viewMode":"charts"}) in the left-hand menu.
+2. Select a date range (default is the current month).
+3. Apply filters for categories, tags, employees, or other parameters.
+4. Click **View Raw Data** to see a detailed dataset.
+
+---
+
+## Export Your Insights Data  
+
+1. Click **View Raw Data** next to the dataset you want to export.
+2. Select individual expenses or use the **Select All** checkbox.
+3. Click **Export To** in the top-right corner to download the data as a CSV file.
 
-## Export your Insights data  
+---
+
+## Create a Custom Export Report for Expenses
 
-1. Switch the View in the top right corner of the [Insights page](https://www.expensify.com/expenses?param={"fromInsightsTab":true,"viewMode":"charts"}) to the lists icon
-2. Select the expenses you want to export, either by selecting individual expenses, or checking the select all box (next to Date at the top)
-3. Select **Export To** in the top right-hand corner to download the report as a .csv file 
+1. Go to **Settings > Account > Preferences > CSV Export Formats**.
+2. Build a report using these [expense-level formulas](https://help.expensify.com/articles/expensify-classic/spending-insights/Custom-Templates#expense-level).
 
-## Create a Custom Export Report for your Expenses
+---
 
-1. Navigate to **Settings > Account > Preferences > scroll down to CSV Export Formats** 
-2. Build up a report using these [expense-level formulas](https://help.expensify.com/articles/expensify-classic/spending-insights/Custom-Templates#expense-level)
-3. Click the **Custom Export** button on the Insights page and your Account Manager will help get you started on building up your report  
+## Create a Custom Export Report for Your Workspace
 
-## Create a Custom Export Report for your Workspace
+1. Navigate to **Settings > Workspaces > Group > [Workspace Name] > Export Formats**.
+2. Build a report using these [report-level formulas](https://help.expensify.com/articles/expensify-classic/spending-insights/Custom-Templates#report-level).
+3. Need help? Click **Support** to contact Concierge or your Account Manager.
 
-1. Navigate to **Settings > Workspaces > Group > [Workspace Name] > Export Formats** 
-2. Build up a report using these [report-level formulas](https://help.expensify.com/articles/expensify-classic/spending-insights/Custom-Templates#report-level)
-3. If you need any help, click the **Support** button on the top left to contact Concierge or your Account Manager
+---
 
-{% include faq-begin.md %}
+# FAQ
 
-## Can I share my custom export report? 
+## Can I share my custom export report?
 
-If you would like to create a custom export report that can be shared with other workspace admins, you can do so by navigating to the **[Settings > Workspaces > Group > [Workspace Name] > Export Formats** page. Custom export reports created under the **Settings > Account > Preferences** page are only available to the member who created them.
+- Custom reports under **Settings > Workspaces > Group > [Workspace Name] > Export Formats** can be shared with other workspace admins.
+- Reports created under **Settings > Account > Preferences** are only available to the member who created them.
 
-## Can I put expenses from different workspaces on the same report? 
+## Can I include expenses from multiple workspaces in one report?
 
-Custom export reports created under the **Settings > Account > Preferences** page can export expenses from multiple workspaces. 
+- Yes, reports created under **Settings > Account > Preferences** can include expenses from multiple workspaces.
+- Reports created under **Settings > Workspaces > Group > [Workspace Name] > Export Formats** are limited to that workspace.
 
-Custom export formats created under **Settings > Workspaces> Group > [Workspace Name] > Export Formats** are for expenses reported under that workspace only. 
+## Are there default export reports available?
 
-## Are there any default export reports available?
+Yes! We offer [seven default reports](https://help.expensify.com/articles/expensify-classic/spending-insights/Default-Export-Templates):
+- **All Data — Expense Level Export**: Detailed view of expenses, including tax, approvals, and merchant category codes.
+- **All Data—Report Level Export**: Summary of reports by submitter, total amount, report ID, etc.
+- **Basic Export**: A simple expense breakdown.
+- **Canadian Multiple Tax Export**: Displays various Canadian taxes (GST, PST, etc.).
+- **Category Export**: Breakdown of expenses by category.
+- **Per Diem Export**: Exports Per Diem details.
+- **Tag Export**: Similar to Category Export, but for Tags.
 
-Yes! We have [seven default reports](https://help.expensify.com/articles/expensify-classic/spending-insights/Default-Export-Templates) available to export directly from the Reports page: 
+*Note: These reports will be emailed to you rather than automatically downloaded.*
 
-- **All Data — Expense Level Export**: Use this to view all of the details from their expense reports (tax, merchant category codes, approvals, etc.)
-- **All Data—Report Level Export**: This report is great if you don't need to see each individual expense but want to see a line-by-line breakdown at a report level (submitter, total amount, report ID, etc.)
-- **Basic Export**: The best way to get a simple breakdown of all your expenses
-- **Canadian Multiple Tax Export**: To gain a better understanding of the various Canadian taxes tied to expenses (GST, PST, etc.)
-- **Category Export**: Use this to see a breakdown of your expenses by Category
-- **Per Diem Export**: Use to export your Per Diem details
-- **Tag Export**: Similar to the Category Export, but for Tags
+## How many expenses can I export in one report?
 
-*These reports will be emailed directly to your email address rather than automatically downloaded.* 
+- Custom reports are best for small-to-medium datasets.
+- For large exports, use a [default export report](https://help.expensify.com/articles/expensify-classic/spending-insights/Default-Export-Templates) from the Reports page.
 
-## How many expenses can I export in one report? 
-The custom export reports are best for small-to-medium chunks of data. If you want to export large amounts of data, we recommend you use a [default export report](https://help.expensify.com/articles/expensify-classic/spending-insights/Default-Export-Templates) that you can run from the Reports page.  
+## What types of custom reports can my Account Manager help create?
 
-## What other kinds of export reports can my Account Manager help me create? 
+We offer various custom reports, including:
 
-We’ve built a huge variety of custom reports for customers, so make sure to reach out to your Account Manager for more details. Some examples of custom reports we’ve built for customers before are: 
-- Accrual Report
+- Accrual Reports
 - Aged Approval Reports
-- Attendee Reporting
-- Audit Report
-- Candidate Spend
-- Category Spend Report
-- Department/Project Spend Report
-- Duplication Report
-- Duty of Care
-- Efficiency 
-- Employee Bank Account Status
-- Employee Details
-- Employee Roles
-- Expense Authorizations by Country
+- Audit Reports
+- Candidate Spend Analysis
 - Expense Reports by Country
-- Expense Reports not posted to finance system
-- Foreign Currency Transaction
-- Fringe Benefit Tax Report
-- HR Report
-- Invoice Billed Transaction Reconciliation
-- Mileage Reports
-- Out of Pocket Expenses for Reimbursement
-- Per Diem Report
-- Reconciliation: Accounting, Bank Statement, Billed Transaction
-- Rejected Report
-- Travel Rule Class
-- Travel Spend
-- Unposted Cash Advance Report
-- Unposted Procurement Aging Report
-- Unposted Travel Aging Report
-- Vendor Spend
-
-{% include faq-end.md %}
+- Employee Bank Account Status
+- Invoice Reconciliation Reports
+- Vendor Spend Analysis
+
+Need something specific? Contact your Account Manager for assistance!