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ACCESSING CUSTOM REPORTS (“Looks”): Custom-built “Looks” will appear under one of two menus in the top right corner of the screen labeled “Group” or “Personal”.
Clicking into “Group” will allow the end-user to view a list of created Looks visible to all users. These Looks may be made and edited by anyone. Looks created by Super-users for the Category Managers and other users will appear here first.
“Personal” will allow the end-user to access Looks that only they can view and edit.
“Group” Looks can be saved into “Personal” for further customization by a specific end-user. Please note that once a Look is saved as “Personal” it will not be visible to others until it is re-saved in Group
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CREATING AND ACCESSING DASHBOARDS: A “Dashboard” in Spend Analytics is a collection of Looks organized into one view. This can include visualizations, tables, and other data. Filters can be set within each look or at the parent level at the dashboard's top. To create a dashboard, navigate to a Look you want to start with and click the cog icon in the upper right corner. Select save and then “As a new dashboard”.
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