diff --git a/docs/articles/expensify-classic/spending-insights/Insights.md b/docs/articles/expensify-classic/spending-insights/Insights.md index 052ea8b13395..c5ee218352fd 100644 --- a/docs/articles/expensify-classic/spending-insights/Insights.md +++ b/docs/articles/expensify-classic/spending-insights/Insights.md @@ -26,28 +26,28 @@ The Insights dashboard allows you to monitor all aspects of company spending acr ## 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) +2. Build up a report using these [formulas]((https://help.expensify.com/articles/expensify-classic/spending-insights/Custom-Templates)) 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 Workspace -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) +1. Navigate to **Settings > Workspaces > Group > [Workspace Name] > Export Formats** +2. Build up a report using these [formulas](https://help.expensify.com/articles/expensify-classic/spending-insights/Custom-Templates) 3. If you need any help, click the **Support** button on the top left to contact your Account Manager {% include faq-begin.md %} #### Can I share my custom export report? -If you would like to create a custom export report that can be shared with other policy admins, you can create these by navigating to the **[Settings > Policies > Group > [Policy Name] > Export Formats](https://www.expensify.com/admin_policies?param={"section":"group"})** page. Custom export reports created under **Settings > Account > Preferences** page are only available to the member who created them. +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. -#### Can I put expenses from different policies on the same report? +#### Can I put expenses from different workspaces on the same report? -Custom export reports created under the Settings > Account > Preferences page can export expenses from multiple policies, and custom export formats created under Settings > Workspaces> Group > [Workspace Name] > Export Formats are for expenses reported under that policy only. +Custom export reports created under the Settings > Account > Preferences page can export expenses from multiple workspaces, and custom export formats created under Settings > Workspaces> Group > [Workspace Name] > Export Formats are for expenses reported under that workspace only. #### Are there any default export reports available? -Yes! We have [seven default reports](https://community.expensify.com/discussion/5602/deep-dive-default-export-templates) available to export directly from the Reports page: +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: - **All Data** - Expense Level Export** - the name says it all! This is for the people who want ALL the details from their expense reports. We're talking Tax, Merchant Category Codes, Approvers - you name it, this report's got it! - **All Data** - Report Level Export - this is the report for those who 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 - that kind of stuff @@ -60,7 +60,7 @@ Yes! We have [seven default reports](https://community.expensify.com/discussion/ *These reports will be emailed directly to your email address rather than automatically downloaded.* #### 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://community.expensify.com/discussion/5602/deep-dive-default-export-templates) that you can run from the Reports page. +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 other kinds of export reports can my Account Manager help me create?