[No QA] Help site updates: Insights Releases 2-8 #81925
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This commit introduces a new article detailing the Top Categories report, which helps users understand category-level spending trends. The documentation covers who can access the report, how to find it, interpret its data, customize it, and switch to table view. Additionally, it includes FAQs addressing export capabilities and differences from the Top Spenders report. Files added: - View-the-Top-Categories-report.md
HelpDot Documentation ReviewOverall AssessmentThis PR introduces comprehensive Insights documentation with three new detailed articles (Insights Overview, Top Categories, Top Merchants) and updates to existing files. The documentation is well-structured, consistently formatted, and provides clear value to users. The writing is professional, accessible, and follows Expensify's documentation standards closely. Scores Summary
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Overall Verdict: This is high-quality documentation that effectively introduces the Insights feature to users. The consistent structure, clear language, and comprehensive coverage make these articles ready for publication with only minor refinements recommended. The documentation successfully balances technical accuracy with user accessibility. |
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| title: Insights Overview | ||
| description: Learn how to use Insights to analyze spending trends and make data-driven financial decisions in New Expensify. | ||
| keywords: [New Expensify, Insights, spending analysis, expense reports, analytics, Top Spenders, Top Categories, Top Merchants, financial insights, budget analysis, expense trends] | ||
| internalScope: Audience is Workspace Admins, Approvers, and Auditors. Covers what Insights are, how they work, available grouping options, and viewing modes. Does not cover individual report details or troubleshooting. |
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Metadata violation: The internalScope field is not part of the standard YAML frontmatter specification for HelpDot articles. Standard metadata should only include title, description, and keywords.
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| # Insights Overview | ||
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Readability violation: Missing breadcrumb navigation path below the H1 heading. Add a breadcrumb like Settings > Workspaces > Insights or the appropriate navigation path to improve AI context and user navigation.
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| ## Available Insights | ||
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AI Readiness violation: Vague heading using "this" without clear context. Change "## Available Insights" to "## Available Insights reports" or a more specific heading that includes the full feature name.
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| [Learn more about the Top Merchants report](https://help.expensify.com/articles/new-expensify/insights/View-the-Top-Merchants-report) | ||
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AI Readiness violation: Vague heading "## How Insights work" doesn't specify what aspect of Insights. Consider "## How Insights reports are calculated" or "## How Insights data is grouped and updated" for better AI comprehension and SEO.
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| By default, Insights show data from the previous calendar month and display the top 10 results. | ||
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AI Readiness violation: Vague heading "## Viewing modes" lacks specificity. Change to "## Insights viewing modes" or "## How to switch between bar chart and table views" to improve clarity and context.
| 3. Select **Bar chart** or **Table** | ||
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AI Readiness violation: Vague heading "## Customizing Insights" - specify what can be customized. Consider "## How to customize and filter Insights reports" for better searchability and AI readiness.
| 3. Click **Save search** to save your custom version | ||
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| [Learn how to use search operators and grouping](https://help.expensify.com/articles/new-expensify/reports-and-expenses/Using-search-operators) | ||
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AI Readiness violation: Vague heading "## Grouping options" lacks context. Change to "## Available grouping options for Insights" or "## Search operators for grouping expense data" to provide clearer context.
| title: View the Top Categories report | ||
| description: Learn how to use the Top Categories report to understand category-level spending trends. | ||
| keywords: [New Expensify, Top Categories, expense categories, category spending, monthly spending, Workspace Admin, Approver, Auditor, category insights, expense analytics, report by category] | ||
| internalScope: Audience is Workspace Admins, Approvers, and Auditors. Covers using the Top Categories suggested search to view expense totals by category. Does not cover employee-level analysis or merchant-level grouping. |
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Metadata violation: The internalScope field is not part of the standard YAML frontmatter specification for HelpDot articles. Standard metadata should only include title, description, and keywords.
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| # View the Top Categories report | ||
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Readability violation: Missing breadcrumb navigation path below the H1 heading. Add a breadcrumb like Reports > Insights > Top Categories to improve AI context and user navigation.
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| ## What the Top Categories report shows |
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AI Readiness violation: Vague heading "## What the Top Categories report shows" could be more specific. Consider "## Information displayed in the Top Categories report" or "## Data shown in Top Categories" for better AI comprehension.
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| ## How to interpret the Top Categories report |
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AI Readiness violation: Vague heading with unclear reference. Change "## How to interpret the Top Categories report" to "## Understanding Top Categories report data" or "## Reading the Top Categories report results" for better clarity.
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| ## How to customize the Top Categories report |
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AI Readiness violation: Vague heading. Change "## How to customize the Top Categories report" to "## Customize filters in the Top Categories report" or "## How to filter and save custom Top Categories views" for specificity.
| [Learn how to create custom reports](https://help.expensify.com/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify#How-to-use-Reports-search-query-commands) | ||
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AI Readiness violation: Vague heading reference. Change "## How to switch the Top Categories report to table view" to "## Switch Top Categories from bar chart to table view" for better searchability and clarity.
| The table view shows expense categories as rows sorted in descending order by total spend. | ||
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AI Readiness violation: Vague heading. Change "## Ways to use the Top Categories report" to "## Common use cases for the Top Categories report" or "## How Workspace Admins use Top Categories" for better specificity.
| title: View the Top Merchants report | ||
| description: Learn how to use the Top Merchants report to understand merchant-level spending trends. | ||
| keywords: [New Expensify, Top Merchants, merchant spending, vendor analysis, monthly spending, Workspace Admin, Approver, Auditor, merchant insights, expense analytics, report by merchant] | ||
| internalScope: Audience is Workspace Admins, Approvers, and Auditors. Covers using the Top Merchants suggested search to view expense totals by merchant. Does not cover employee-level analysis or category-level grouping. |
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Metadata violation: The internalScope field is not part of the standard YAML frontmatter specification for HelpDot articles. Standard metadata should only include title, description, and keywords.
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| # View the Top Merchants report | ||
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Readability violation: Missing breadcrumb navigation path below the H1 heading. Add a breadcrumb like Reports > Insights > Top Merchants to improve AI context and user navigation.
| Tap **Reports** from the navigation tabs on the bottom, then tap the hamburger menu in the top-right corner. Under **Insights**, tap **Top merchants**. | ||
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AI Readiness violation: Vague heading "## What the Top Merchants report shows" could be more specific. Consider "## Information displayed in the Top Merchants report" or "## Data shown in Top Merchants" for better AI comprehension.
| - The **number of expenses** for each merchant | ||
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AI Readability violation: Vague heading with unclear reference. Change "## How to interpret the Top Merchants report" to "## Understanding Top Merchants report data" or "## Reading the Top Merchants report results" for better clarity.
| Select a merchant to review all expenses included in that grouping. | ||
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AI Readiness violation: Vague heading. Change "## How to customize the Top Merchants report" to "## Customize filters in the Top Merchants report" or "## How to filter and save custom Top Merchants views" for specificity.
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| [Learn how to create custom reports](https://help.expensify.com/articles/new-expensify/reports-and-expenses/Using-Reports-in-New-Expensify#How-to-use-Reports-search-query-commands) | ||
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AI Readiness violation: Vague heading reference. Change "## How to switch the Top Merchants report to table view" to "## Switch Top Merchants from bar chart to table view" for better searchability and clarity.
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| The table view shows merchants as rows sorted in descending order by total spend. | ||
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AI Readiness violation: Vague heading. Change "## Ways to use the Top Merchants report" to "## Common use cases for the Top Merchants report" or "## How Workspace Admins use Top Merchants" for better specificity.
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| # View the Top Spenders report in New Expensify | ||
| # View the Top Spenders report |
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Readability violation: Missing breadcrumb navigation path below the H1 heading. Add a breadcrumb like Reports > Insights > Top Spenders to improve AI context and user navigation.
| @@ -5,7 +5,7 @@ keywords: New Expensify, Top Spenders, employee spending, high spenders, expense | |||
| internalScope: Audience is Workspace Admins, Approvers, and Auditors. Covers using the Top Spenders suggested search to view employee-level spending. Does not cover custom reports, exporting data, or grouping by category or merchant. | |||
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Metadata violation: The internalScope field is not part of the standard YAML frontmatter specification for HelpDot articles. Standard metadata should only include title, description, and keywords.
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changed the title
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A preview of your ExpensifyHelp changes have been deployed to https://3dc0fe43.helpdot.pages.dev ⚡️ Updated articles:
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| This report is a pre-built suggested search that uses filters to group your expenses by category. | ||
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This page references {{site.url}}/assets/images/top-categories.png, but that file is not present in docs/assets/images (repo search only finds top-spender.png), so the published article will render a broken image for every reader. Please either add the image asset at that path or update the reference to an existing file.
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| This report is a pre-built suggested search that uses filters to group your expenses by merchant. | ||
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| {:width="100%"} |
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This page references {{site.url}}/assets/images/top-merchants.png, but no such file exists in docs/assets/images, so the image will 404 in the help site and leave the article without its primary visual aid. Please add the missing asset or point this image tag to an existing screenshot.
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2 participants
Project tracking issue: https://github.com/Expensify/Expensify/issues/570577
Resource Management issue: https://github.com/Expensify/Expensify/issues/588072
Just noting this is built on the branch that contains changes to the same pages, opened this PR under the assumption that will be merged before this one is: #81051