Knowledge base May 2023 Release Notes: Changes to myInsight Automated Reports
By Insight Editor / 8 May 2023
We made enhancements to myInsight Reporting to make it easier for clients to find the reports valuable. This update streamlined the available Reports you can pull or schedule by retiring underused reports.
The following reports have been retired:
- Detail by Account With Customer PO (Purchase Order)
- Invoice Summary
- Order Confirmation
- Product Totals by Account and Shipping Location
- Product Type Summary by Manufacturer
- Purchase Activity Detail Report
- Purchase Summary by Item Purchased
- Purchase Summary by Shipping Location
- Snapshot
- Top Manufacturer Summary
Users who set up automatic reporting through email for any of the retired reports have been notified and should reach out to their Account Executive with any questions. Additionally, our team is ready to work with you to assist with creating an updated report that meets your reporting requirements.
Also, you can pull custom, Ad-Hoc reports to collect relevant procurement information.
