From 3e5f0756189dbd95361f829b8d3549d94df9ec44 Mon Sep 17 00:00:00 2001 From: Daniel Gale-Rosen Date: Mon, 28 Aug 2023 14:43:19 -0400 Subject: [PATCH] remove colons from section titles --- docs/articles/other/Insights.md | 8 ++++---- 1 file changed, 4 insertions(+), 4 deletions(-) diff --git a/docs/articles/other/Insights.md b/docs/articles/other/Insights.md index 55ba3f89250e..682c2a251228 100644 --- a/docs/articles/other/Insights.md +++ b/docs/articles/other/Insights.md @@ -8,7 +8,7 @@ description: How to get the most out of the Custom Reporing and Insights The Insights dashboard allows you to monitor all aspects of company spend 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. ![Insights Pie Chart](https://help.expensify.com/assets/images/insights-chart.png){:width="100%"} -## Review your Insights data: +## 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) @@ -16,19 +16,19 @@ The Insights dashboard allows you to monitor all aspects of company spend across 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 -## Export your Insights data: +## Export your Insights data 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 -## Create a Custom Export Report for your Expenses: +## 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 [formulas](https://community.expensify.com/discussion/5795/deep-dive-expense-level-formula/p1?new=1) 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 Policy: +## Create a Custom Export Report for your Policy 1. Navigate to **Settings > Policies > Group > [Policy Name] > Export Formats** 2. Build up a report using these [formulas](https://community.expensify.com/discussion/5795/deep-dive-expense-level-formula/p1?new=1)