My Saved Reports

You can generate spend reports by navigating to Reporting > Spend Reports. When you create a spend report, easily accessible buttons at the top of the page let you save to your My Saved Reports page, copy the report link, or export to a .csv file.

You can save reports for yourself, individual users, or entire user groups. Save the reports that you or your team needs to see frequently and share critical insights all within the app.

If you use a relative time frame (e.g. last 6 months) and save the report, the report will automatically update with the most up-to-date information every time it is viewed.

Permissions for Shared Reports

Only users with appropriate financial permissions can view spend reports. When sharing reports with other users, keep in mind that Kion will reflect spend based on the viewer's access.

• If a user does not have the appropriate permissions, they will not see the report's contents and will be informed that they have insufficient permissions.
• If a user has partial permissions, they will see data for only the resources they have permissions to view and will be informed that they have insufficient permissions for some data.

Sharing with a user group or user does not grant the user(s) permission to see the report. The financial permissions granted via permission schemes dictate what users can see. Because of this, the results of a saved report may look different for each user based on their financial permissions.

For example, if an admin with full financial permissions creates a Spend by Project report, they will see spend for all projects. If the admin then shares the report with a user who has financial access for only one project, the limited user will be able to view the report but will only see the spend for the one project they have permission to view.

Managing Saved Reports

You can edit the parameters of saved reports at any time, including users and user groups with access, criteria, filters, labels, and tags. After making updates, you can choose to update the report for all users the report is shared with or save it as a new report you can view alongside the original.

Only the user that created a report can update it. Users that the report has been shared with only have the option to save as a new report.

To update a saved report:

1. Navigate to Reporting > My Saved Reports.
2. Click the ellipsis menu next to the report and select Manage.
3. Select the users and user groups who will have access to the report.
4. Adjust the report title, criteria, filters, labels, and tags.
5. Click Update Report to update the report for all users the report is shared with.
   or
   Click Save as New Report to save it as a new report you can view alongside the original.

For information about spend report parameters, see Spend Reports.

Hiding Reports

You can hide reports that have been shared with you if you no longer want to see them. Hidden reports can still be viewed by selecting Include Hidden Reports on the My Saved Reports page.

To hide a report that has been shared with you:

1. Navigate to Reporting > My Saved Reports.
2. Click the ellipsis menu next to the report and select Hide.

Reports can be unhidden by following the same steps.