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Approvals & Disclosures Insights - Overview

Written by Michelle Henley

Updated at July 14th, 2025

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            Table of Contents

            Insight Privileges How Do I Access Insights for Approvals & Disclosures?

            Insights is a comprehensive tool in the Gateway for Admins to see additional analytics and more specific metrics of data on requests, submitters, approvers, and more.

            Note: the wording of tiles may vary depending on your organization’s specifications. The instructions below are intended as general guidelines only.

             

            Insight Privileges 

            To access Insights, a user must have the following privilege:

            Privilege Name Description
            View Insights Gives user access to Insights link to view Insights dashboards.
             
             

            How Do I Access Insights for Approvals & Disclosures?

            If you have the View Insights privilege, you will see the Insights link in the left navigation menu.

            Insights link on the navigation sidebar.

            On the Insights page, click the Approvals & Disclosures tile.

            The Approvals and Disclosures tile in Insights.

            You can now click through the different dashboards using the tabs highlighted in the screenshot below.

            The Approvals and Disclosures dashboards.

            See more information on each dashboard at the end of this article. 

             
             

            Request Summary Dashboard

            Submitter Summary Dashboard

            Party Summary Dashboard

            Process Summary Dashboard

            Requests Listing Dashboard

             

            authorize approval

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            Related Articles

            • Submitter Summary Dashboard
            • Request Summary Dashboard
            • Party Summary Dashboard
            • Process Summary Dashboard

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