From f4e1fcfeca9b4065d265af82615089201c3fae18 Mon Sep 17 00:00:00 2001
From: Stephanie Elliott <selliott@expensify.com>
Date: Mon, 9 Feb 2026 16:05:27 -1000
Subject: [PATCH 01/14] Add documentation for the Top Categories report

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
---
 .../insights/Insights-Overview.md             | 167 ++++++++++++++++++
 .../View-the-Top-Categories-report.md         | 123 +++++++++++++
 .../insights/View-the-Top-Merchants-report.md | 133 ++++++++++++++
 .../insights/View-the-Top-Spenders-report.md  |  16 +-
 .../Using-search-operators.md                 |  16 +-
 5 files changed, 443 insertions(+), 12 deletions(-)
 create mode 100644 docs/articles/new-expensify/insights/Insights-Overview.md
 create mode 100644 docs/articles/new-expensify/insights/View-the-Top-Categories-report.md
 create mode 100644 docs/articles/new-expensify/insights/View-the-Top-Merchants-report.md

diff --git a/docs/articles/new-expensify/insights/Insights-Overview.md b/docs/articles/new-expensify/insights/Insights-Overview.md
new file mode 100644
index 0000000000000..369f48c177f3a
--- /dev/null
+++ b/docs/articles/new-expensify/insights/Insights-Overview.md
@@ -0,0 +1,167 @@
+---
+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.
+---
+
+# Insights Overview
+
+Insights provides pre-built reports that help you understand spending patterns and trends without exporting data or creating complex custom searches. Each Insight is a suggested search that groups and analyzes your expense data automatically.
+
+---
+
+## Who can use Insights
+
+Insights are available to Workspace Admins, Approvers, and Auditors. Some insights are also available to all workspace members depending on their permissions.
+
+Access Insights on both web and mobile:
+
+**Web:**  
+Click **Reports** in the left navigation, then view suggested searches under the **Insights** section.
+
+**Mobile:**  
+Tap **Reports** from the navigation tabs on the bottom, then tap the hamburger menu in the top-right corner. View suggested searches under **Insights**.
+
+---
+
+## Available Insights
+
+**Top Spenders**
+
+Shows which employees submitted the highest total expenses in the last month. Use this to:
+- Identify high or unusual spenders
+- Monitor employee-level spending trends
+- Make decisions about expense policies
+
+[Learn more about the Top Spenders report](https://help.expensify.com/articles/new-expensify/insights/View-the-Top-Spenders-report)
+
+**Top Categories**
+
+Shows which expense categories had the highest total spend in the last month. Use this to:
+- Understand where most money is being spent by expense type
+- Compare spending across categories like Travel, Meals, and Office Supplies
+- Make budget allocation decisions
+
+[Learn more about the Top Categories report](https://help.expensify.com/articles/new-expensify/insights/View-the-Top-Categories-report)
+
+**Top Merchants**
+
+Shows which merchants or vendors received the highest total payments in the last month. Use this to:
+- Track vendor spending patterns
+- Identify opportunities for volume discounts or negotiations
+- Monitor subscription and recurring service costs
+
+[Learn more about the Top Merchants report](https://help.expensify.com/articles/new-expensify/insights/View-the-Top-Merchants-report)
+
+---
+
+## How Insights work
+
+Each Insight is powered by Expensify's search query engine using grouping filters and operators. The reports:
+
+- Automatically group expenses by relevant dimensions (employee, category, merchant, time period)
+- Calculate totals and counts
+- Sort results to show the highest values first
+- Update dynamically as new expenses are added
+
+By default, Insights show data from the previous calendar month and display the top 10 results.
+
+---
+
+## Viewing modes
+
+Insights can be displayed in two formats:
+
+**Bar Chart View**
+
+The default view for most Insights. Shows a visual bar chart with grouped data, making it easy to compare values at a glance.
+
+**Table View**
+
+Shows the same data in a traditional table format with rows and columns. Useful for detailed analysis or when you need to view more data points.
+
+To switch between views:
+1. Open any Insight report
+2. Click **View** in the top navigation
+3. Select **Bar chart** or **Table**
+
+---
+
+## Customizing Insights
+
+While you can't modify the suggested Insight searches directly, you can:
+
+1. **Apply additional filters** - Add date ranges, workspaces, or employee filters
+2. **Create custom searches** - Use the same grouping operators to build your own reports
+3. **Export underlying data** - Expand groups and export individual expenses to CSV
+
+To create a custom report based on an Insight:
+1. Start with an Insight as your template
+2. Modify filters to match your needs
+3. Click **Save search** to save your custom version
+
+[Learn how to use search operators and grouping](https://help.expensify.com/articles/new-expensify/reports-and-expenses/Using-search-operators)
+
+---
+
+## Grouping options
+
+Insights use these grouping operators to analyze expenses:
+
+- **group-by:from** - Group by employee (who submitted)
+- **group-by:category** - Group by expense category
+- **group-by:merchant** - Group by merchant or vendor
+- **group-by:tag** - Group by expense tags
+- **group-by:month** - Group by calendar month
+- **group-by:week** - Group by calendar week
+- **group-by:quarter** - Group by fiscal quarter
+- **group-by:year** - Group by calendar year
+
+You can use these operators in custom searches to create your own insights and analyze spending from different perspectives.
+
+[View all available search operators](https://help.expensify.com/articles/new-expensify/reports-and-expenses/Using-search-operators)
+
+---
+
+# FAQ
+
+## Can I export Insights data?
+
+Insights reports can't be exported with their grouped totals directly. However, you can:
+1. Expand each group to show individual expenses
+2. Select the expenses you want
+3. Click **Export to CSV**
+
+## What Insights are available?
+
+Expensify offers multiple Insights reports to help you analyze spending from different perspectives:
+
+- **Top Spenders** - Analyze spending by employee
+- **Top Categories** - Analyze spending by expense category
+- **Top Merchants** - Analyze spending by vendor
+
+You can also create custom reports using search operators and grouping filters.
+
+## How often do Insights update?
+
+Insights update in real-time as expenses are added, modified, or approved. The data you see reflects the current state of your expenses.
+
+## Can I change the time period for an Insight?
+
+Yes! Use the date filters to adjust the time period. Common options include:
+- `date:this-month`
+- `date:last-month`
+- `date:year-to-date`
+- `date:this-quarter`
+- Custom date ranges
+
+## Who can see my workspace Insights?
+
+Only users with the appropriate permissions can view Insights:
+- **Workspace Admins** can view all workspace data
+- **Approvers** can view data for employees they approve
+- **Auditors** can view all workspace data
+- **Regular members** can only view their own submitted expenses
+
+---
diff --git a/docs/articles/new-expensify/insights/View-the-Top-Categories-report.md b/docs/articles/new-expensify/insights/View-the-Top-Categories-report.md
new file mode 100644
index 0000000000000..5923f09e2de8c
--- /dev/null
+++ b/docs/articles/new-expensify/insights/View-the-Top-Categories-report.md
@@ -0,0 +1,123 @@
+---
+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.
+---
+
+# View the Top Categories report
+
+The **Top Categories** report shows which expense categories had the highest total spend last month. It’s an easy way to:
+
+- Understand where the most money is being spent
+- Spot trends without exporting data
+- Make data-driven budget decisions with less effort
+
+This report is a pre-built suggested search that uses filters to group your expenses by category.
+
+![Top Categories bar chart]({{site.url}}/assets/images/top-categories.png){:width="100%"}
+
+---
+
+## Who can use the Top Categories report
+
+The Top Categories report is available to all workspace members on web and mobile.
+ - **Workspace members** can view top categories for expenses on reports they’ve submitted or approved.
+ - **Workspace Admins** and **Auditors** can view top categories for all expenses on the workspace.
+
+---
+
+## Where to find the Top Categories report
+
+**Web:**  
+Click **Reports** in the left navigation, then click **Top categories** under the **Insights** section
+
+**Mobile:**  
+Tap **Reports** from the navigation tabs on the bottom, then tap the hamburger menu in the top-right corner. Under **Insights**, tap **Top categories**.
+
+---
+
+## What the Top Categories report shows
+
+The Top Categories report is powered by Expensify’s search query engine using grouping and filters. The report shows:
+
+- All **expense categories** sorted by total spend in the last month  
+- The **total amount spent** in each category  
+- The **number of expenses** in each category  
+
+---
+
+## How to interpret the Top Categories report
+
+Each category entry represents a single expense category, ordered from highest to lowest total spend. The report shows:
+
+- **Number of expenses** in the category  
+- **Total amount spent** in that category  
+
+Select a category to review all expenses included in that grouping.
+
+---
+
+## How to customize the Top Categories report 
+
+You can adjust filters like status, expense type or employee to explore spending trends.
+
+The Top Categories report is a suggested search template. You cannot save changes directly to this report, but you can create a custom version.
+
+To create and save a custom report:
+
+1. Go to the **Reports** or **Expenses** tab.
+2. Use filters to adjust the category grouping or timeframe.
+3. Apply filters and click **Save search** to save your custom report.
+
+[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)
+
+---
+
+## How to switch the Top Categories report to table view
+
+By default, the Top Categories report displays a bar chart. The table view shows expense categories sorted in descending order by total spend.
+
+To change the view:
+
+1. Click **View** in the top navigation tabs.
+2. Select **Table**.
+
+The table view shows expense categories as rows sorted in descending order by total spend.
+
+---
+
+## Ways to use the Top Categories report
+
+Workspace Admins and finance teams use the Top Categories report to:
+
+- Monitor which expense categories are driving most of the spend
+- Quickly compare expense volume by category
+- Make budget and policy decisions without needing spreadsheets
+
+---
+
+# FAQ
+
+## Can I export the Top Categories report?
+
+The Top Categories report can’t be exported with its grouped totals or summary data directly. However, if you expand each group to reveal the individual expenses, you can then select those expenses and use Export to CSV to download the raw data.
+
+To export expenses:
+
+1. Go to the **Reports** or **Expenses** tab.
+2. Use filters to group by category and apply the same timeframe.
+3. Expand the category group, select the expenses, and click **Export to CSV**.
+
+## What’s the difference between the Top Categories report and the Top Spenders report?
+
+The **Top Categories** report shows the highest-spending **expense categories**, while the **Top Spenders** report shows which **employees** submitted the most expenses. Both reports help identify trends, but from different perspectives:
+
+- Use **Top Categories** to track spending by type (e.g., Travel, Meals).
+- Use **Top Spenders** to track who is submitting the most expenses.
+
+## How is the Top Categories report calculated?
+
+The report uses all expenses from the previous calendar month and groups them by category. It shows the **top 10 categories** based on total spend.
+
+---
diff --git a/docs/articles/new-expensify/insights/View-the-Top-Merchants-report.md b/docs/articles/new-expensify/insights/View-the-Top-Merchants-report.md
new file mode 100644
index 0000000000000..1cb37ef3bafc6
--- /dev/null
+++ b/docs/articles/new-expensify/insights/View-the-Top-Merchants-report.md
@@ -0,0 +1,133 @@
+---
+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.
+---
+
+# View the Top Merchants report
+
+The **Top Merchants** report shows which merchants or vendors received the highest total spend last month. It's an easy way to:
+
+- Understand which vendors are receiving the most payments
+- Identify recurring merchant relationships
+- Spot trends without exporting data
+- Make data-driven purchasing decisions with less effort
+
+This report is a pre-built suggested search that uses filters to group your expenses by merchant.
+
+![Top Merchants bar chart]({{site.url}}/assets/images/top-merchants.png){:width="100%"}
+
+---
+
+## Who can use the Top Merchants report
+
+The Top Merchants report is available to all workspace members on web and mobile.
+ - **Workspace members** can view top merchants for expenses on reports they've submitted or approved.
+ - **Workspace Admins** and **Auditors** can view top merchants for all expenses on the workspace.
+
+---
+
+## Where to find the Top Merchants report
+
+**Web:**  
+Click **Reports** in the left navigation, then click **Top merchants** under the **Insights** section
+
+**Mobile:**  
+Tap **Reports** from the navigation tabs on the bottom, then tap the hamburger menu in the top-right corner. Under **Insights**, tap **Top merchants**.
+
+---
+
+## What the Top Merchants report shows
+
+The Top Merchants report is powered by Expensify's search query engine using grouping and filters. The report shows:
+
+- All **merchants** sorted by total spend in the last month  
+- The **total amount spent** at each merchant  
+- The **number of expenses** for each merchant  
+
+---
+
+## How to interpret the Top Merchants report
+
+Each merchant entry represents a single vendor or merchant, ordered from highest to lowest total spend. The report shows:
+
+- **Number of expenses** for that merchant  
+- **Total amount spent** at that merchant  
+
+Select a merchant to review all expenses included in that grouping.
+
+---
+
+## How to customize the Top Merchants report 
+
+You can adjust filters like status, expense type, or employee to explore spending trends.
+
+The Top Merchants report is a suggested search template. You cannot save changes directly to this report, but you can create a custom version.
+
+To create and save a custom report:
+
+1. Go to the **Reports** or **Expenses** tab.
+2. Use filters to adjust the merchant grouping or timeframe.
+3. Apply filters and click **Save search** to save your custom report.
+
+[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)
+
+---
+
+## How to switch the Top Merchants report to table view
+
+By default, the Top Merchants report displays a bar chart. The table view shows merchants sorted in descending order by total spend.
+
+To change the view:
+
+1. Click **View** in the top navigation tabs.
+2. Select **Table**.
+
+The table view shows merchants as rows sorted in descending order by total spend.
+
+---
+
+## Ways to use the Top Merchants report
+
+Workspace Admins and finance teams use the Top Merchants report to:
+
+- Monitor vendor spending patterns
+- Identify opportunities for volume discounts or contract negotiations
+- Quickly compare expense volume by vendor
+- Track subscription and recurring service costs
+- Make purchasing decisions without needing spreadsheets
+
+---
+
+# FAQ
+
+## Can I export the Top Merchants report?
+
+The Top Merchants report can't be exported with its grouped totals or summary data directly. However, if you expand each group to reveal the individual expenses, you can then select those expenses and use Export to CSV to download the raw data.
+
+To export expenses:
+
+1. Go to the **Reports** or **Expenses** tab.
+2. Use filters to group by merchant and apply the same timeframe.
+3. Expand the merchant group, select the expenses, and click **Export to CSV**.
+
+## What's the difference between the Top Merchants report and other insights reports?
+
+Each report provides a different view of your spending:
+
+- **Top Merchants** shows which **vendors** received the most payments
+- **Top Categories** shows the highest-spending **expense types** (e.g., Travel, Meals)
+- **Top Spenders** shows which **employees** submitted the most expenses
+
+All reports help identify trends from different perspectives to support better financial decisions.
+
+## How is the Top Merchants report calculated?
+
+The report uses all expenses from the previous calendar month and groups them by merchant. It shows the **top 10 merchants** based on total spend.
+
+## Why do some merchant names look different?
+
+Merchant names are captured from receipt data and card transactions. The same vendor might appear under different names (e.g., "Amazon.com" vs "AMZN Marketplace"). You may need to review the individual expenses to confirm they're from the same merchant.
+
+---
diff --git a/docs/articles/new-expensify/insights/View-the-Top-Spenders-report.md b/docs/articles/new-expensify/insights/View-the-Top-Spenders-report.md
index c9fafe41625c2..71ad8abfba795 100644
--- a/docs/articles/new-expensify/insights/View-the-Top-Spenders-report.md
+++ b/docs/articles/new-expensify/insights/View-the-Top-Spenders-report.md
@@ -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.
 ---
 
-# View the Top Spenders report in New Expensify
+# View the Top Spenders report
 
 The **Top Spenders** report shows which employees submitted the highest total expenses last month. It’s a fast way to:
 
@@ -33,7 +33,7 @@ Use the navigation tabs on the left and select **Reports**, then click **Top spe
 **Mobile:**  
 Tap **Reports** from the navigation tabs on the bottom, then tap the hamburger menu in the top-right corner. Under **Insights**, tap **Top spenders**.
 
-![Reports page in New Expensify showing the Top spenders view]({{site.url}}/assets/images/top-spender.png)
+![Top spenders report]({{site.url}}/assets/images/top-spender.png)
 
 ---
 
@@ -91,14 +91,14 @@ Not directly — the Top Spenders report can’t be exported with its grouped to
 2. Apply filters to create your own view.
 3. Click **Export to CSV**.
 
-## Will more report types like Top Spenders be added?
+## What other Insights reports are available?
 
-Yes! Top Spenders is the first of many suggested insights. Upcoming reports will include:
+Additional Insights reports help you analyze spending from different perspectives:
 
-- Spend by category
-- Spend over time
-- Merchant trends
-- Other insights visible under the **Reports** tab
+- **Top Categories** - View spending by expense category
+- **Top Merchants** - View spending by vendor or merchant
+
+[Learn more about all available Insights](https://help.expensify.com/articles/new-expensify/insights/Insights-Overview)
 
 ## Can other people see my Top Spenders report?
 
diff --git a/docs/articles/new-expensify/reports-and-expenses/Using-search-operators.md b/docs/articles/new-expensify/reports-and-expenses/Using-search-operators.md
index ecfcb0eec4849..7d95a66b0dce0 100644
--- a/docs/articles/new-expensify/reports-and-expenses/Using-search-operators.md
+++ b/docs/articles/new-expensify/reports-and-expenses/Using-search-operators.md
@@ -58,6 +58,7 @@ type:expense merchant:Starbucks category:Meals amount>20 has:receipt
 - `tag:` – tag or multiple tags
 - `amount:` / `purchase-amount:` – supports `=`, `>`, `<`, `>=`, `<=`
 - `status:` – unreported, draft, outstanding, approved, paid, done
+- `date:` – expense date, supports relative dates like `date:this-month`, `date:last-month`, `date:year-to-date`, `date:this-week`
 - `has:` – attachment, receipt, category, tag
 - `expense-type:` – cash, card, distance, per-diem
 - `reimbursable:` and `billable:` – yes or no
@@ -114,10 +115,17 @@ group-by:merchant group-currency:USD
 
 Supported groupings include:
 
-- `group-by:report`
-- `group-by:from`
-- `group-by:card`
-- `group-by:withdrawal-id`
+- `group-by:report` - Group by expense report
+- `group-by:from` - Group by expense submitter (employee)
+- `group-by:card` - Group by payment card
+- `group-by:withdrawal-id` - Group by withdrawal ID
+- `group-by:merchant` - Group by merchant or vendor
+- `group-by:category` - Group by expense category
+- `group-by:tag` - Group by expense tag
+- `group-by:month` - Group by calendar month
+- `group-by:week` - Group by calendar week
+- `group-by:quarter` - Group by fiscal quarter
+- `group-by:year` - Group by calendar year
 
 ---
 

From 592389391ceff22ca557d1820c9386e2530938e2 Mon Sep 17 00:00:00 2001
From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com>
Date: Tue, 10 Feb 2026 23:09:40 -1000
Subject: [PATCH 02/14] Update and rename Insights-Overview.md to
 How-to-Use-Insights-in-Expensify.md

---
 .../How-to-Use-Insights-in-Expensify.md       | 200 ++++++++++++++++++
 .../insights/Insights-Overview.md             | 167 ---------------
 2 files changed, 200 insertions(+), 167 deletions(-)
 create mode 100644 docs/articles/new-expensify/insights/How-to-Use-Insights-in-Expensify.md
 delete mode 100644 docs/articles/new-expensify/insights/Insights-Overview.md

diff --git a/docs/articles/new-expensify/insights/How-to-Use-Insights-in-Expensify.md b/docs/articles/new-expensify/insights/How-to-Use-Insights-in-Expensify.md
new file mode 100644
index 0000000000000..b5632d4d2babf
--- /dev/null
+++ b/docs/articles/new-expensify/insights/How-to-Use-Insights-in-Expensify.md
@@ -0,0 +1,200 @@
+---
+title: How to Use Insights in Expensify
+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 all workspace members. Covers how Insights reports work, how to access them, available report types, grouping logic, view modes, exporting data, and customization. Does not cover troubleshooting individual reports.
+---
+
+# How to Use Insights in Expensify
+
+Insights are pre-built reports that help you understand spending patterns and trends without exporting data or creating complex custom searches. Each Insight is a suggested search that groups and analyzes your expense data automatically.
+
+---
+
+## Who can use Insights
+
+Anyone can use Insights. What you can see depends on your role in the workspace.
+
+- Regular members can view Insights that include their own submitted expenses.
+- Approvers can view Insights that include their own expenses plus expenses submitted to them for approval.
+- Workspace Admins can view Insights that include all workspace expenses.
+- Auditors can view Insights that include all workspace expenses.
+
+Insights always respect workspace permissions. You will only see data you’re allowed to access.
+
+## Where to find Insights
+
+You can access Insights on both web and mobile.
+
+1. Click **Reports** in the navigation tabs (on the left on web, or on the bottom on mobile).
+2. Scroll to **Insights**. 
+3. Select an Insight to open the report.
+
+
+---
+
+# Available Insights
+
+## Top Spenders
+
+Top Spenders shows which members submitted the highest total expenses in the previous calendar month.
+
+You can use Top Spenders to: 
+
+- Identify unusually high spenders
+- Monitor employee-level spending patterns
+- Evaluate policy compliance
+- Support reimbursement and approval reviews
+
+[Learn more about the Top Spenders report](https://help.expensify.com/articles/new-expensify/insights/View-the-Top-Spenders-report)
+
+---
+
+## Top Categories 
+
+Top Categories shows which expense categories had the highest total spend in the previous calendar month.
+
+You can use Top Categories to: 
+
+- Understand where most money is being spent by expense type
+- Compare spending across categories like Travel, Meals, and Office Supplies
+- Make budget allocation decisions
+
+[Learn more about the Top Categories report](https://help.expensify.com/articles/new-expensify/insights/View-the-Top-Categories-report)
+
+---
+
+## Top Merchants
+
+Top Merchants shows which merchants or vendors received the highest total payments in the previous calendar month.
+
+You can use Top Merchants to: 
+
+- Track vendor spending trends
+- Identify opportunities for volume discounts
+- Monitor subscription and recurring expenses
+
+[Learn more about the Top Merchants report](https://help.expensify.com/articles/new-expensify/insights/View-the-Top-Merchants-report)
+
+---
+
+## How Insights work
+
+Each Insight is powered by Expensify's search query engine using grouping filters and operators to: 
+
+- Automatically group expenses by relevant dimensions (employee, category, merchant, time period)
+- Calculate totals and counts
+- Sort results to show the highest values first
+- Update dynamically as new expenses are added
+
+---
+
+## How to switch between views in Insights
+
+Insights support three viewing modes:
+
+**Bar View**
+
+Displays grouped results as a bar chart. This is the default view and makes comparisons easy at a glance.
+
+**Table View**
+
+Displays grouped data in rows and columns for more detailed analysis.
+
+**Line View**
+
+Displays grouped data in a line chart for analyzing trends. 
+
+To switch views:
+
+1. Open any Insight.
+2. Click **View** in the top navigation.
+3. Select **Table**, **Bar** or **Line**. 
+
+---
+
+## How to customize Insights
+
+While you can't modify the suggested Insight searches directly, you can:
+
+- Apply additional date filters
+- Filter by workspace or member
+- Expand groups to view individual expenses
+- Export data to CSV
+- Save a modified search
+
+## How to create a custom spending report using Insights
+
+
+If you want to build your own grouped report:
+
+1. Open an Insight as your starting point.
+2. Modify the filters to match your needs.
+3. Adjust the date range if needed.
+4. Click **Save search** to store your custom version.
+
+This allows you to automate recurring analysis without rebuilding the search each time.
+
+[Learn how to use search operators and grouping](https://help.expensify.com/articles/new-expensify/reports-and-expenses/Using-search-operators)
+
+---
+
+## How to export data from an Insight
+
+Insights cannot export grouped totals directly. However, you can export the underlying expenses.
+
+To export Insight data:
+
+1. Open the Insight.
+2. Expand a group to show individual expenses.
+3. Select the expenses you want to export.
+4. Click **Export to CSV**.
+
+This is helpful for external reporting or sharing detailed data with finance teams.
+
+---
+
+## Grouping options used in Insights
+
+Insights use grouping operators to summarize expenses. These include:
+
+- **group-by:from** - Group by employee (who submitted)
+- **group-by:category** - Group by expense category
+- **group-by:merchant** - Group by merchant or vendor
+- **group-by:tag** - Group by expense tags
+- **group-by:month** - Group by calendar month
+- **group-by:week** - Group by calendar week
+- **group-by:quarter** - Group by fiscal quarter
+- **group-by:year** - Group by calendar year
+
+You can use these operators in custom searches to create your own insights and analyze spending from different perspectives.
+
+[View all available search operators](https://help.expensify.com/articles/new-expensify/reports-and-expenses/Using-search-operators)
+
+---
+
+# FAQ
+
+## Can I export grouped totals from Insights in Expensify?
+
+No. Grouped totals cannot be exported directly. You must expand each group and export the individual expenses as a CSV file.
+
+---
+
+## How often do Insights update in Expensify?
+
+Insights update in realtime as expenses are created, edited, approved, or reimbursed.
+
+---
+
+## Can I change the time period in Insights?
+
+Yes. Use date filters to adjust the time period.
+
+Common filters include:
+
+- `date:this-month`
+- `date:last-month`
+- `date:year-to-date`
+- `date:this-quarter`
+- Custom date ranges
diff --git a/docs/articles/new-expensify/insights/Insights-Overview.md b/docs/articles/new-expensify/insights/Insights-Overview.md
deleted file mode 100644
index 369f48c177f3a..0000000000000
--- a/docs/articles/new-expensify/insights/Insights-Overview.md
+++ /dev/null
@@ -1,167 +0,0 @@
----
-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.
----
-
-# Insights Overview
-
-Insights provides pre-built reports that help you understand spending patterns and trends without exporting data or creating complex custom searches. Each Insight is a suggested search that groups and analyzes your expense data automatically.
-
----
-
-## Who can use Insights
-
-Insights are available to Workspace Admins, Approvers, and Auditors. Some insights are also available to all workspace members depending on their permissions.
-
-Access Insights on both web and mobile:
-
-**Web:**  
-Click **Reports** in the left navigation, then view suggested searches under the **Insights** section.
-
-**Mobile:**  
-Tap **Reports** from the navigation tabs on the bottom, then tap the hamburger menu in the top-right corner. View suggested searches under **Insights**.
-
----
-
-## Available Insights
-
-**Top Spenders**
-
-Shows which employees submitted the highest total expenses in the last month. Use this to:
-- Identify high or unusual spenders
-- Monitor employee-level spending trends
-- Make decisions about expense policies
-
-[Learn more about the Top Spenders report](https://help.expensify.com/articles/new-expensify/insights/View-the-Top-Spenders-report)
-
-**Top Categories**
-
-Shows which expense categories had the highest total spend in the last month. Use this to:
-- Understand where most money is being spent by expense type
-- Compare spending across categories like Travel, Meals, and Office Supplies
-- Make budget allocation decisions
-
-[Learn more about the Top Categories report](https://help.expensify.com/articles/new-expensify/insights/View-the-Top-Categories-report)
-
-**Top Merchants**
-
-Shows which merchants or vendors received the highest total payments in the last month. Use this to:
-- Track vendor spending patterns
-- Identify opportunities for volume discounts or negotiations
-- Monitor subscription and recurring service costs
-
-[Learn more about the Top Merchants report](https://help.expensify.com/articles/new-expensify/insights/View-the-Top-Merchants-report)
-
----
-
-## How Insights work
-
-Each Insight is powered by Expensify's search query engine using grouping filters and operators. The reports:
-
-- Automatically group expenses by relevant dimensions (employee, category, merchant, time period)
-- Calculate totals and counts
-- Sort results to show the highest values first
-- Update dynamically as new expenses are added
-
-By default, Insights show data from the previous calendar month and display the top 10 results.
-
----
-
-## Viewing modes
-
-Insights can be displayed in two formats:
-
-**Bar Chart View**
-
-The default view for most Insights. Shows a visual bar chart with grouped data, making it easy to compare values at a glance.
-
-**Table View**
-
-Shows the same data in a traditional table format with rows and columns. Useful for detailed analysis or when you need to view more data points.
-
-To switch between views:
-1. Open any Insight report
-2. Click **View** in the top navigation
-3. Select **Bar chart** or **Table**
-
----
-
-## Customizing Insights
-
-While you can't modify the suggested Insight searches directly, you can:
-
-1. **Apply additional filters** - Add date ranges, workspaces, or employee filters
-2. **Create custom searches** - Use the same grouping operators to build your own reports
-3. **Export underlying data** - Expand groups and export individual expenses to CSV
-
-To create a custom report based on an Insight:
-1. Start with an Insight as your template
-2. Modify filters to match your needs
-3. Click **Save search** to save your custom version
-
-[Learn how to use search operators and grouping](https://help.expensify.com/articles/new-expensify/reports-and-expenses/Using-search-operators)
-
----
-
-## Grouping options
-
-Insights use these grouping operators to analyze expenses:
-
-- **group-by:from** - Group by employee (who submitted)
-- **group-by:category** - Group by expense category
-- **group-by:merchant** - Group by merchant or vendor
-- **group-by:tag** - Group by expense tags
-- **group-by:month** - Group by calendar month
-- **group-by:week** - Group by calendar week
-- **group-by:quarter** - Group by fiscal quarter
-- **group-by:year** - Group by calendar year
-
-You can use these operators in custom searches to create your own insights and analyze spending from different perspectives.
-
-[View all available search operators](https://help.expensify.com/articles/new-expensify/reports-and-expenses/Using-search-operators)
-
----
-
-# FAQ
-
-## Can I export Insights data?
-
-Insights reports can't be exported with their grouped totals directly. However, you can:
-1. Expand each group to show individual expenses
-2. Select the expenses you want
-3. Click **Export to CSV**
-
-## What Insights are available?
-
-Expensify offers multiple Insights reports to help you analyze spending from different perspectives:
-
-- **Top Spenders** - Analyze spending by employee
-- **Top Categories** - Analyze spending by expense category
-- **Top Merchants** - Analyze spending by vendor
-
-You can also create custom reports using search operators and grouping filters.
-
-## How often do Insights update?
-
-Insights update in real-time as expenses are added, modified, or approved. The data you see reflects the current state of your expenses.
-
-## Can I change the time period for an Insight?
-
-Yes! Use the date filters to adjust the time period. Common options include:
-- `date:this-month`
-- `date:last-month`
-- `date:year-to-date`
-- `date:this-quarter`
-- Custom date ranges
-
-## Who can see my workspace Insights?
-
-Only users with the appropriate permissions can view Insights:
-- **Workspace Admins** can view all workspace data
-- **Approvers** can view data for employees they approve
-- **Auditors** can view all workspace data
-- **Regular members** can only view their own submitted expenses
-
----

From 2067a4e730346acccb55753a88e202127ca5f0c3 Mon Sep 17 00:00:00 2001
From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com>
Date: Tue, 10 Feb 2026 23:13:40 -1000
Subject: [PATCH 03/14] Update View-the-Top-Merchants-report.md

---
 .../insights/View-the-Top-Merchants-report.md     | 15 ++++++++++-----
 1 file changed, 10 insertions(+), 5 deletions(-)

diff --git a/docs/articles/new-expensify/insights/View-the-Top-Merchants-report.md b/docs/articles/new-expensify/insights/View-the-Top-Merchants-report.md
index 1cb37ef3bafc6..89a9d3395932a 100644
--- a/docs/articles/new-expensify/insights/View-the-Top-Merchants-report.md
+++ b/docs/articles/new-expensify/insights/View-the-Top-Merchants-report.md
@@ -75,16 +75,21 @@ To create and save a custom report:
 
 ---
 
-## How to switch the Top Merchants report to table view
+## How to switch views in the Top Merchants report
 
-By default, the Top Merchants report displays a bar chart. The table view shows merchants sorted in descending order by total spend.
+By default, the Top Merchants report displays a **Bar** chart. You can also switch to **Line** or **Table** view depending on how you want to analyze your data.
+
+- **Bar** shows merchant totals visually for quick comparison.
+- **Line** shows spending trends over time.
+- **Table** displays merchants in rows sorted by total spend.
 
 To change the view:
 
-1. Click **View** in the top navigation tabs.
-2. Select **Table**.
+1. Open the Top Merchants report.
+2. Click **View** in the top navigation.
+3. Select **Bar**, **Line**, or **Table**.
 
-The table view shows merchants as rows sorted in descending order by total spend.
+The report will update instantly to reflect your selected view.
 
 ---
 

From 7776f2cd4eeecd0a0f39f8478f53d67b02dc1aa7 Mon Sep 17 00:00:00 2001
From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com>
Date: Tue, 10 Feb 2026 23:14:37 -1000
Subject: [PATCH 04/14] Update View-the-Top-Categories-report.md

---
 .../insights/View-the-Top-Categories-report.md    | 15 ++++++++++-----
 1 file changed, 10 insertions(+), 5 deletions(-)

diff --git a/docs/articles/new-expensify/insights/View-the-Top-Categories-report.md b/docs/articles/new-expensify/insights/View-the-Top-Categories-report.md
index 5923f09e2de8c..29faedeb616b6 100644
--- a/docs/articles/new-expensify/insights/View-the-Top-Categories-report.md
+++ b/docs/articles/new-expensify/insights/View-the-Top-Categories-report.md
@@ -74,16 +74,21 @@ To create and save a custom report:
 
 ---
 
-## How to switch the Top Categories report to table view
+## How to switch views in the Top Categories report
 
-By default, the Top Categories report displays a bar chart. The table view shows expense categories sorted in descending order by total spend.
+By default, the Top Catgegoried report displays a **Bar** chart. You can also switch to **Line** or **Table** view depending on how you want to analyze your data.
+
+- **Bar** shows merchant totals visually for quick comparison.
+- **Line** shows spending trends over time.
+- **Table** displays merchants in rows sorted by total spend.
 
 To change the view:
 
-1. Click **View** in the top navigation tabs.
-2. Select **Table**.
+1. Open the Top Categories report.
+2. Click **View** in the top navigation.
+3. Select **Bar**, **Line**, or **Table**.
 
-The table view shows expense categories as rows sorted in descending order by total spend.
+The report will update instantly to reflect your selected view.
 
 ---
 

From aba9e74d267152f07ca0b96476632b17170f9765 Mon Sep 17 00:00:00 2001
From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com>
Date: Tue, 10 Feb 2026 23:15:50 -1000
Subject: [PATCH 05/14] Update View-the-Top-Spenders-report.md

---
 .../insights/View-the-Top-Spenders-report.md   | 18 ++++++++++++++++++
 1 file changed, 18 insertions(+)

diff --git a/docs/articles/new-expensify/insights/View-the-Top-Spenders-report.md b/docs/articles/new-expensify/insights/View-the-Top-Spenders-report.md
index 71ad8abfba795..8e22f489422e4 100644
--- a/docs/articles/new-expensify/insights/View-the-Top-Spenders-report.md
+++ b/docs/articles/new-expensify/insights/View-the-Top-Spenders-report.md
@@ -81,6 +81,24 @@ Workspace Admins and finance teams use the Top Spenders report to:
 
 ---
 
+## How to switch views in the Top Spenders report
+
+By default, the Top Spenders report displays a **Bar** chart. You can also switch to **Line** or **Table** view depending on how you want to analyze your data.
+
+- **Bar** shows merchant totals visually for quick comparison.
+- **Line** shows spending trends over time.
+- **Table** displays merchants in rows sorted by total spend.
+
+To change the view:
+
+1. Open the Top Spenders report.
+2. Click **View** in the top navigation.
+3. Select **Bar**, **Line**, or **Table**.
+
+The report will update instantly to reflect your selected view.
+
+---
+
 # FAQ
 
 ## Can you export the Top Spenders report?

From d2724feb792e774ad9f751dccf31ecb1784fa925 Mon Sep 17 00:00:00 2001
From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com>
Date: Tue, 10 Feb 2026 23:19:46 -1000
Subject: [PATCH 06/14] Update View-the-Top-Categories-report.md

---
 .../new-expensify/insights/View-the-Top-Categories-report.md    | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/docs/articles/new-expensify/insights/View-the-Top-Categories-report.md b/docs/articles/new-expensify/insights/View-the-Top-Categories-report.md
index 29faedeb616b6..a0570e0766fa9 100644
--- a/docs/articles/new-expensify/insights/View-the-Top-Categories-report.md
+++ b/docs/articles/new-expensify/insights/View-the-Top-Categories-report.md
@@ -76,7 +76,7 @@ To create and save a custom report:
 
 ## How to switch views in the Top Categories report
 
-By default, the Top Catgegoried report displays a **Bar** chart. You can also switch to **Line** or **Table** view depending on how you want to analyze your data.
+By default, the Top Categories report displays a **Bar** chart. You can also switch to **Line** or **Table** view depending on how you want to analyze your data.
 
 - **Bar** shows merchant totals visually for quick comparison.
 - **Line** shows spending trends over time.

From afb911e45b18b678a3e1b921797eb052c8e3b4f7 Mon Sep 17 00:00:00 2001
From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com>
Date: Wed, 11 Feb 2026 15:25:31 -1000
Subject: [PATCH 07/14] Update How-to-Use-Insights-in-Expensify.md

---
 .../How-to-Use-Insights-in-Expensify.md         | 17 +++++++++++------
 1 file changed, 11 insertions(+), 6 deletions(-)

diff --git a/docs/articles/new-expensify/insights/How-to-Use-Insights-in-Expensify.md b/docs/articles/new-expensify/insights/How-to-Use-Insights-in-Expensify.md
index b5632d4d2babf..a09f31be5136f 100644
--- a/docs/articles/new-expensify/insights/How-to-Use-Insights-in-Expensify.md
+++ b/docs/articles/new-expensify/insights/How-to-Use-Insights-in-Expensify.md
@@ -91,25 +91,31 @@ Each Insight is powered by Expensify's search query engine using grouping filter
 
 ## How to switch between views in Insights
 
-Insights support three viewing modes:
+Insights support four viewing modes:
 
 **Bar View**
 
-Displays grouped results as a bar chart. This is the default view and makes comparisons easy at a glance.
+Displays grouped results as a bar chart. This is the default view for **Top categories** and makes comparisons easy at a glance.
 
 **Table View**
 
-Displays grouped data in rows and columns for more detailed analysis.
+Displays grouped data in rows and columns for more detailed analysis. This is the default view for **Top spenders** and simplifies side-by-side comparisons. 
 
 **Line View**
 
-Displays grouped data in a line chart for analyzing trends. 
+Displays grouped data in a line chart for analyzing trends. This is the default view for **Spend over time** and helps you monitor changes and patterns.
+
+**Pie view**
+
+Displays grouped data as a pie chart to show proportional distribution. This is the default for **Top merchants** and helps you understand distribution instantly.
+
+---
 
 To switch views:
 
 1. Open any Insight.
 2. Click **View** in the top navigation.
-3. Select **Table**, **Bar** or **Line**. 
+3. Select **Table**, **Bar**, **Line** or **Pie**.
 
 ---
 
@@ -196,5 +202,4 @@ Common filters include:
 - `date:this-month`
 - `date:last-month`
 - `date:year-to-date`
-- `date:this-quarter`
 - Custom date ranges

From 3fb2aefe3a21d3476c2378e9b47da74235a99517 Mon Sep 17 00:00:00 2001
From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com>
Date: Wed, 11 Feb 2026 15:29:20 -1000
Subject: [PATCH 08/14] Update View-the-Top-Merchants-report.md

---
 .../new-expensify/insights/View-the-Top-Merchants-report.md   | 4 ++--
 1 file changed, 2 insertions(+), 2 deletions(-)

diff --git a/docs/articles/new-expensify/insights/View-the-Top-Merchants-report.md b/docs/articles/new-expensify/insights/View-the-Top-Merchants-report.md
index 89a9d3395932a..144abc7103454 100644
--- a/docs/articles/new-expensify/insights/View-the-Top-Merchants-report.md
+++ b/docs/articles/new-expensify/insights/View-the-Top-Merchants-report.md
@@ -77,11 +77,11 @@ To create and save a custom report:
 
 ## How to switch views in the Top Merchants report
 
-By default, the Top Merchants report displays a **Bar** chart. You can also switch to **Line** or **Table** view depending on how you want to analyze your data.
+By default, the Top Merchants report displays a **Pie** chart. You can also switch to **Table**, **Bar** or **Line** view depending on how you want to analyze your data.
 
+- **Table** displays merchants in rows sorted by total spend.
 - **Bar** shows merchant totals visually for quick comparison.
 - **Line** shows spending trends over time.
-- **Table** displays merchants in rows sorted by total spend.
 
 To change the view:
 

From fce1cb45238a6fac5b4b252d804e75bb6675942a Mon Sep 17 00:00:00 2001
From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com>
Date: Wed, 11 Feb 2026 15:41:57 -1000
Subject: [PATCH 09/14] Update View-the-Top-Spenders-report.md

---
 .../insights/View-the-Top-Spenders-report.md  | 22 +++++++++----------
 1 file changed, 11 insertions(+), 11 deletions(-)

diff --git a/docs/articles/new-expensify/insights/View-the-Top-Spenders-report.md b/docs/articles/new-expensify/insights/View-the-Top-Spenders-report.md
index 8e22f489422e4..5f24fda6f60ca 100644
--- a/docs/articles/new-expensify/insights/View-the-Top-Spenders-report.md
+++ b/docs/articles/new-expensify/insights/View-the-Top-Spenders-report.md
@@ -7,7 +7,7 @@ internalScope: Audience is Workspace Admins, Approvers, and Auditors. Covers usi
 
 # View the Top Spenders report
 
-The **Top Spenders** report shows which employees submitted the highest total expenses last month. It’s a fast way to:
+The Top Spenders report shows which employees submitted the highest total expenses last month. It’s a fast way to:
 
 - Identify high or unusual spenders
 - Spot trends without exporting data
@@ -19,7 +19,7 @@ This report is a pre-built suggested search so you can review spending activity
 
 ## Who can use the Top Spenders report 
 
-The **Top Spenders** report is available to Workspace Admins, Approvers, and Auditors on both web and mobile.
+The Top Spenders report is available to Workspace Admins, Approvers, and Auditors on both web and mobile.
 
 **Note:** Exporting data is only available on web.
 
@@ -33,8 +33,6 @@ Use the navigation tabs on the left and select **Reports**, then click **Top spe
 **Mobile:**  
 Tap **Reports** from the navigation tabs on the bottom, then tap the hamburger menu in the top-right corner. Under **Insights**, tap **Top spenders**.
 
-![Top spenders report]({{site.url}}/assets/images/top-spender.png)
-
 ---
 
 ## What information the Top Spenders report displays
@@ -59,7 +57,7 @@ Click any row to view that member's individual expenses.
 
 ## Can you customize the Top Spenders report?
 
-Yes - you can adjust filters like date range, workspace, or employee to explore spending trends. However, the **Top Spenders** report is a built-in suggested search, so you can’t save changes to it directly.
+Yes - you can adjust filters like date range, workspace, or employee to explore spending trends. However, the Top Spenders report is a built-in suggested search, so you can’t save changes to it directly.
 
 To create and save a custom report: 
 
@@ -83,17 +81,17 @@ Workspace Admins and finance teams use the Top Spenders report to:
 
 ## How to switch views in the Top Spenders report
 
-By default, the Top Spenders report displays a **Bar** chart. You can also switch to **Line** or **Table** view depending on how you want to analyze your data.
+By default, the Top Spenders report displays a **Table**. You can also switch to **Bar**, **Line** or **Pie** view depending on how you want to analyze your data.
 
-- **Bar** shows merchant totals visually for quick comparison.
-- **Line** shows spending trends over time.
-- **Table** displays merchants in rows sorted by total spend.
+ - **Bar** shows totals for easy comparison.
+ - **Line** shows trends over time.
+ - **Pie** shows how data is distributed.
 
 To change the view:
 
 1. Open the Top Spenders report.
 2. Click **View** in the top navigation.
-3. Select **Bar**, **Line**, or **Table**.
+3. Select **Bar**, **Line**, or **Pie**.
 
 The report will update instantly to reflect your selected view.
 
@@ -113,6 +111,8 @@ Not directly — the Top Spenders report can’t be exported with its grouped to
 
 Additional Insights reports help you analyze spending from different perspectives:
 
+- **Spend over time** - View spending over time. 
+- **Top Spenders** - View spending by workspace member. 
 - **Top Categories** - View spending by expense category
 - **Top Merchants** - View spending by vendor or merchant
 
@@ -120,7 +120,7 @@ Additional Insights reports help you analyze spending from different perspective
 
 ## Can other people see my Top Spenders report?
 
-Only Workspace Admins, Approvers, and Auditors can view a workspace's Top Spenders report. Regular members do not have access.
+Only Workspace Admins, Approvers, and Auditors can view a workspace's **Top Spenders** report. Regular members do not have access.
 
 ## How is the Top Spenders report calculated?
 

From 4b0b097aa2e919c54fae03325a8396e0d1550710 Mon Sep 17 00:00:00 2001
From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com>
Date: Wed, 11 Feb 2026 15:42:53 -1000
Subject: [PATCH 10/14] Update Using-search-operators.md

---
 .../reports-and-expenses/Using-search-operators.md            | 4 ----
 1 file changed, 4 deletions(-)

diff --git a/docs/articles/new-expensify/reports-and-expenses/Using-search-operators.md b/docs/articles/new-expensify/reports-and-expenses/Using-search-operators.md
index 7d95a66b0dce0..f4fd15164daa8 100644
--- a/docs/articles/new-expensify/reports-and-expenses/Using-search-operators.md
+++ b/docs/articles/new-expensify/reports-and-expenses/Using-search-operators.md
@@ -67,10 +67,6 @@ type:expense merchant:Starbucks category:Meals amount>20 has:receipt
 
 ## Available filters for Reports
 
-```
-type:expense-report status:paid exported:never
-```
-
 - `report-id:` – unique report reference
 - `status:` – draft, outstanding, approved, paid, done
 - `submitted:` / `approved:` / `paid:` / `exported:` – supports absolute or relative dates

From 409f2ec66a851fe218c316d77556b5d8eec9da72 Mon Sep 17 00:00:00 2001
From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com>
Date: Wed, 11 Feb 2026 15:49:30 -1000
Subject: [PATCH 11/14] Update How-to-Use-Insights-in-Expensify.md

---
 .../How-to-Use-Insights-in-Expensify.md       | 24 ++++++++++++-------
 1 file changed, 16 insertions(+), 8 deletions(-)

diff --git a/docs/articles/new-expensify/insights/How-to-Use-Insights-in-Expensify.md b/docs/articles/new-expensify/insights/How-to-Use-Insights-in-Expensify.md
index a09f31be5136f..225ded238bf21 100644
--- a/docs/articles/new-expensify/insights/How-to-Use-Insights-in-Expensify.md
+++ b/docs/articles/new-expensify/insights/How-to-Use-Insights-in-Expensify.md
@@ -1,7 +1,7 @@
 ---
 title: How to Use Insights in Expensify
 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]
+keywords: [New Expensify, Insights, spending analysis, expense reports, analytics, Top Spenders, Top Categories, Top Merchants, Spend over time, financial insights, budget analysis, expense trends]
 internalScope: Audience is all workspace members. Covers how Insights reports work, how to access them, available report types, grouping logic, view modes, exporting data, and customization. Does not cover troubleshooting individual reports.
 ---
 
@@ -30,11 +30,24 @@ You can access Insights on both web and mobile.
 2. Scroll to **Insights**. 
 3. Select an Insight to open the report.
 
-
 ---
 
 # Available Insights
 
+## Spend over time
+
+Spend over time shows how total expenses change across a selected date range.
+
+You can use Spend over time to:
+
+ - Monitor overall spending trends
+ - Identify increases or decreases in expenses
+ - Compare spend across months or custom date ranges
+ - Track seasonal or recurring spending patterns
+ - Support budgeting and forecasting decisions
+
+[Learn more about the Spend over time report](https://help.expensify.com/articles/new-expensify/insights/View-the-Spend-over-time-report). 
+
 ## Top Spenders
 
 Top Spenders shows which members submitted the highest total expenses in the previous calendar month.
@@ -46,7 +59,7 @@ You can use Top Spenders to:
 - Evaluate policy compliance
 - Support reimbursement and approval reviews
 
-[Learn more about the Top Spenders report](https://help.expensify.com/articles/new-expensify/insights/View-the-Top-Spenders-report)
+[Learn more about the Top Spenders report](https://help.expensify.com/articles/new-expensify/insights/View-the-Top-Spenders-report).
 
 ---
 
@@ -94,19 +107,15 @@ Each Insight is powered by Expensify's search query engine using grouping filter
 Insights support four viewing modes:
 
 **Bar View**
-
 Displays grouped results as a bar chart. This is the default view for **Top categories** and makes comparisons easy at a glance.
 
 **Table View**
-
 Displays grouped data in rows and columns for more detailed analysis. This is the default view for **Top spenders** and simplifies side-by-side comparisons. 
 
 **Line View**
-
 Displays grouped data in a line chart for analyzing trends. This is the default view for **Spend over time** and helps you monitor changes and patterns.
 
 **Pie view**
-
 Displays grouped data as a pie chart to show proportional distribution. This is the default for **Top merchants** and helps you understand distribution instantly.
 
 ---
@@ -131,7 +140,6 @@ While you can't modify the suggested Insight searches directly, you can:
 
 ## How to create a custom spending report using Insights
 
-
 If you want to build your own grouped report:
 
 1. Open an Insight as your starting point.

From 644f1902fd74eafbadd951268a6839dcebcb5a22 Mon Sep 17 00:00:00 2001
From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com>
Date: Wed, 11 Feb 2026 15:56:17 -1000
Subject: [PATCH 12/14] Update View-the-Top-Categories-report.md

---
 .../insights/View-the-Top-Categories-report.md | 18 ++++++++++--------
 1 file changed, 10 insertions(+), 8 deletions(-)

diff --git a/docs/articles/new-expensify/insights/View-the-Top-Categories-report.md b/docs/articles/new-expensify/insights/View-the-Top-Categories-report.md
index a0570e0766fa9..913b210201e0a 100644
--- a/docs/articles/new-expensify/insights/View-the-Top-Categories-report.md
+++ b/docs/articles/new-expensify/insights/View-the-Top-Categories-report.md
@@ -1,7 +1,7 @@
 ---
 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]
+keywords: [New Expensify, Top Spenders, Top Categories, Top Merchants, Spend over time, 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.
 ---
 
@@ -76,17 +76,17 @@ To create and save a custom report:
 
 ## How to switch views in the Top Categories report
 
-By default, the Top Categories report displays a **Bar** chart. You can also switch to **Line** or **Table** view depending on how you want to analyze your data.
+By default, the Top Categories report displays a **Bar** chart. You can also switch to **Line**, **Table** or **Pie** view depending on how you want to analyze your data.
 
-- **Bar** shows merchant totals visually for quick comparison.
 - **Line** shows spending trends over time.
 - **Table** displays merchants in rows sorted by total spend.
+- **Pie** shows how data is distributed.
 
 To change the view:
 
 1. Open the Top Categories report.
 2. Click **View** in the top navigation.
-3. Select **Bar**, **Line**, or **Table**.
+3. Select **Line**, **Table** or **Pie**.
 
 The report will update instantly to reflect your selected view.
 
@@ -114,12 +114,14 @@ To export expenses:
 2. Use filters to group by category and apply the same timeframe.
 3. Expand the category group, select the expenses, and click **Export to CSV**.
 
-## What’s the difference between the Top Categories report and the Top Spenders report?
+## What’s the difference between the Top Categories report and other Insights reports? 
 
-The **Top Categories** report shows the highest-spending **expense categories**, while the **Top Spenders** report shows which **employees** submitted the most expenses. Both reports help identify trends, but from different perspectives:
+Each report provides a different view of your spending:
 
-- Use **Top Categories** to track spending by type (e.g., Travel, Meals).
-- Use **Top Spenders** to track who is submitting the most expenses.
+- **Spend over time** shows how total expenses change over a date range.
+- **Top Merchants** shows which vendors received the most payments.
+- **Top Categories** shows the highest-spending expense types (e.g., Travel, Meals).
+- **Top Spenders** shows which members submitted the most expenses.
 
 ## How is the Top Categories report calculated?
 

From 5c1785f97e7e564f373d5f5f07aa92fda8658aca Mon Sep 17 00:00:00 2001
From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com>
Date: Wed, 11 Feb 2026 15:58:39 -1000
Subject: [PATCH 13/14] Update View-the-Top-Merchants-report.md

---
 .../insights/View-the-Top-Merchants-report.md          | 10 ++++------
 1 file changed, 4 insertions(+), 6 deletions(-)

diff --git a/docs/articles/new-expensify/insights/View-the-Top-Merchants-report.md b/docs/articles/new-expensify/insights/View-the-Top-Merchants-report.md
index 144abc7103454..056ed4fc623ed 100644
--- a/docs/articles/new-expensify/insights/View-the-Top-Merchants-report.md
+++ b/docs/articles/new-expensify/insights/View-the-Top-Merchants-report.md
@@ -16,8 +16,6 @@ The **Top Merchants** report shows which merchants or vendors received the highe
 
 This report is a pre-built suggested search that uses filters to group your expenses by merchant.
 
-![Top Merchants bar chart]({{site.url}}/assets/images/top-merchants.png){:width="100%"}
-
 ---
 
 ## Who can use the Top Merchants report
@@ -87,7 +85,7 @@ To change the view:
 
 1. Open the Top Merchants report.
 2. Click **View** in the top navigation.
-3. Select **Bar**, **Line**, or **Table**.
+3. Select **Table**, **Bar**, or **Line**.
 
 The report will update instantly to reflect your selected view.
 
@@ -121,9 +119,9 @@ To export expenses:
 
 Each report provides a different view of your spending:
 
-- **Top Merchants** shows which **vendors** received the most payments
-- **Top Categories** shows the highest-spending **expense types** (e.g., Travel, Meals)
-- **Top Spenders** shows which **employees** submitted the most expenses
+- **Spend over time** shows how total expenses change over a date range.
+- **Top Categories** shows the highest-spending expense types (e.g., Travel, Meals).
+- **Top Spenders** shows which members submitted the most expenses.
 
 All reports help identify trends from different perspectives to support better financial decisions.
 

From 5671e3206a077212b94a29611b589553a56a1b00 Mon Sep 17 00:00:00 2001
From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com>
Date: Wed, 11 Feb 2026 16:00:03 -1000
Subject: [PATCH 14/14] Update View-the-Top-Spenders-report.md

---
 .../insights/View-the-Top-Spenders-report.md             | 9 ++++-----
 1 file changed, 4 insertions(+), 5 deletions(-)

diff --git a/docs/articles/new-expensify/insights/View-the-Top-Spenders-report.md b/docs/articles/new-expensify/insights/View-the-Top-Spenders-report.md
index 5f24fda6f60ca..81baea4e8a509 100644
--- a/docs/articles/new-expensify/insights/View-the-Top-Spenders-report.md
+++ b/docs/articles/new-expensify/insights/View-the-Top-Spenders-report.md
@@ -1,7 +1,7 @@
 ---
 title: View the Top Spenders report
 description: Learn how Workspace Admins, Approvers, and Auditors can use the Top Spenders report to understand spending trends.
-keywords: New Expensify, Top Spenders, employee spending, high spenders, expense trends, Workspace Admin, Approver, Auditor, monthly spending, spending insights, virtual CFO, analytics, insight, budget
+keywords: [New Expensify, Top Spenders, Top Categories, Top Merchants, Spend over time, employee spending, high spenders, expense trends, Workspace Admin, Approver, Auditor, monthly spending, spending insights, virtual CFO, analytics, insight, budget]
 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.
 ---
 
@@ -111,10 +111,9 @@ Not directly — the Top Spenders report can’t be exported with its grouped to
 
 Additional Insights reports help you analyze spending from different perspectives:
 
-- **Spend over time** - View spending over time. 
-- **Top Spenders** - View spending by workspace member. 
-- **Top Categories** - View spending by expense category
-- **Top Merchants** - View spending by vendor or merchant
+- **Spend over time** shows how total expenses change over a date range.
+- **Top Merchants** shows which vendors received the most payments.
+- **Top Categories** shows the highest-spending expense types (e.g., Travel, Meals).
 
 [Learn more about all available Insights](https://help.expensify.com/articles/new-expensify/insights/Insights-Overview)