[No QA] Help site updates: Insights Releases 2-8

docs/articles/new-expensify/insights/How-to-Use-Insights-in-Expensify.md

@@ -0,0 +1,213 @@
+---
+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, 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.
+---
+
+# 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
+
+## 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.
+
+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 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.
+
+---
+
+To switch views:
+
+1. Open any Insight.
+2. Click **View** in the top navigation.
+3. Select **Table**, **Bar**, **Line** or **Pie**.
+
+---
+
+## 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`
+- Custom date ranges

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.
 ---
 
@@ -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 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.
+
+- **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. 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 **Line**, **Table** or **Pie**.
 
-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.
 
 ---
 
@@ -109,12 +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?