From cb400550ea9d51790ffe23a64aabe349f14caa44 Mon Sep 17 00:00:00 2001 From: "Carlos Martins (via MelvinBot)" Date: Wed, 21 Oct 2026 17:56:37 +0000 Subject: [PATCH] Docs: update Insights navigation for desktop web Insights tab Co-authored-by: Carlos Martins --- .../getting-started/Expensify-Home-Overview.md | 4 ++-- .../insights/How-to-Use-Insights-in-Expensify.md | 8 +++++++- .../insights/View-the-Top-Categories-report.md | 2 +- .../insights/View-the-Top-Merchants-report.md | 2 +- .../insights/View-the-Top-Spenders-report.md | 2 +- 5 files changed, 12 insertions(+), 6 deletions(-) diff --git a/docs/articles/new-expensify/getting-started/Expensify-Home-Overview.md b/docs/articles/new-expensify/getting-started/Expensify-Home-Overview.md index d9d34895a316..dff670f57ded 100644 --- a/docs/articles/new-expensify/getting-started/Expensify-Home-Overview.md +++ b/docs/articles/new-expensify/getting-started/Expensify-Home-Overview.md @@ -114,7 +114,7 @@ The **Recently added** section shows your most recently added expenses, so you c The chart section on Home shows one spending insight at a time, starting with **Spend over time**, which displays a line chart of your workspace spending trends. -Select the insight title (with the chevron next to it) to open the insight picker, then choose a different insight to show in the chart. The available insights match the ones you can open under **Spend**, and can include: +Select the insight title (with the chevron next to it) to open the insight picker, then choose a different insight to show in the chart. The available insights match the ones you can open under **Insights** on web or **Spend** on mobile, and can include: - **Spend over time** - **Top categories** @@ -123,7 +123,7 @@ Select the insight title (with the chevron next to it) to open the insight picke Your selection is saved, so the chart shows the same insight the next time you return to Home, even after you sign out and back in. -To open the selected insight in full, select the three dots **(⋮)**, then select **View**. This takes you to that insight on the **Spend** page. +To open the selected insight in full, select the three dots **(⋮)**, then select **View**. On web, this takes you to the **Insights** page. On mobile, this takes you to that insight on the **Spend** page. This section is available to Workspace Admins, Auditors, and approvers on paid workspaces. If an insight doesn't have enough data yet to draw a chart, the section still appears and shows a **Chart unavailable** message instead. If you don't hold one of these roles on any workspace, this section won't appear. 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 a351ce79b304..2a0733b7f102 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 @@ -26,7 +26,13 @@ Insights always respect workspace permissions. You will only see data you’re a You can access Insights on both web and mobile. -1. Click **Spend** in the navigation tabs (on the left on web, or on the bottom on mobile). +On web: + +1. In the navigation tabs on the left, select **Insights**. + +On mobile: + +1. In the navigation tabs on the bottom, select **Spend**. 2. Scroll to **Insights**. 3. Select an Insight to open the report. 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 c1f20a055b7b..6582b613efdf 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 @@ -30,7 +30,7 @@ The Top Categories report is available to all workspace members on web and mobil ## Where to find the Top Categories report **Web:** -Click **Spend** in the left navigation, then click **Top categories** under the **Insights** section +In the navigation tabs on the left, select **Insights**. **Top categories** appears as a chart on the Insights page. **Mobile:** Tap **Spend** from the navigation tabs on the bottom, then tap the hamburger menu in the top-right corner. Under **Insights**, tap **Top categories**. 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 19dffad6df3e..fc5514317be2 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 @@ -29,7 +29,7 @@ The Top Merchants report is available to all workspace members on web and mobile ## Where to find the Top Merchants report **Web:** -Click **Spend** in the left navigation, then click **Top merchants** under the **Insights** section +In the navigation tabs on the left, select **Insights**. **Top merchants** appears as a chart on the Insights page. **Mobile:** Tap **Spend** from the navigation tabs on the bottom, then tap the hamburger menu in the top-right corner. Under **Insights**, tap **Top merchants**. 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 fa4b3de39a50..8c810123616e 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 @@ -30,7 +30,7 @@ The Top Spenders report is available to Workspace Admins, Approvers, and Auditor ## Where to find the Top Spenders report **Web:** -Use the navigation tabs on the left and select **Spend**, then click **Top spenders** under the **Insights** section. +In the navigation tabs on the left, select **Insights**. **Top spenders** appears as a chart on the Insights page. **Mobile:** Tap **Spend** from the navigation tabs on the bottom, then tap the hamburger menu in the top-right corner. Under **Insights**, tap **Top spenders**.