Merge pull request #50737 from Expensify/maddylewis-patch-9

[NO QA] Update Insights.md

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

@@ -1,12 +1,11 @@
 ---
 title: Custom Reporting and Insights
-description: How to get the most out of the Custom Reporing and Insights
+description: How to get the most out of the Custom Reporting and Insights
 redirect_from: articles/other/Insights/
 ---
 <!-- The lines above are required by Jekyll to process the .md file -->
 
-# Overview
-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 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. 
 
 ![Insights Pie Chart](https://help.expensify.com/assets/images/insights-chart.png){:width="100%"}
 ## Review your Insights data
@@ -15,7 +14,7 @@ The Insights dashboard allows you to monitor all aspects of company spending acr
 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 
+5. You can view any dataset in more detail by clicking in the **View Raw Data** column 
 
 ## Export your Insights data  
 
@@ -26,46 +25,47 @@ 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://help.expensify.com/articles/expensify-classic/spending-insights/Custom-Templates))
+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
 
 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
+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 %}
 
-#### 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.
 
-#### Can I put expenses from different workspaces 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 workspaces, and custom export formats created under Settings > Workspaces> Group > [Workspace Name] > Export Formats are for expenses reported under that workspace only. 
+Custom export reports created under the **Settings > Account > Preferences** page can export expenses from multiple workspaces. 
 
-#### Are there any default export reports available?
+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://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
-- **Basic Export** - this is the best way to get a simple breakdown of all your expenses - just the basics
-- **Canadian Multiple Tax Export** - tax, GST, PST...if you need to know tax then this is the export you want!
-- **Category Export** - want to see a breakdown of your expenses by Category? This is the export you
-- **Per Diem Export** - the name says it all
-- **Tag Export** - much like the Category Export, but for Tags
+- **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
 
 *These reports will be emailed directly to your email address rather than automatically downloaded.* 
 
-#### How many expenses can I export in one report? 
+## 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 other kinds of export reports can my Account Manager help me create? 
+## What other kinds of export reports can my Account Manager help me create? 
 
 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
 - Aged Approval Reports
 - Attendee Reporting