Party Summary Dashboard tracks:

• Party Count by Submission Date
• Party County by Party Status
• Party Count by Activity Type
• Party Count by Party Type
• Party Count by Request Type
• Party Count by Party Country and Activity Type
• Party Count by Submitter Country and Activity Type
• Party Count by Transaction Country and Activity Type
• Party Count by Submitter Function and Activity Type
• Party Distribution by Avg. Party Value
• Party Distribution by Max Party Value
• Party Distribution by Total Party Value
• Party Distribution by No. of Requests
• Party Summary Metrics
• Party Listing

Click the Hamburger Icon in the top right of the dashboard to apply filters to the data, such as:

• Date
• Request
• Submitter
• Activity
• Party
• Actor

You can also use elements in the dashboard as filters. For example, you can click In Progress in the Party Count by Party Status chart to filter the entire dashboard. This means the charts on the dashboard will only display data on In Progress requests. 

Note: to clear the filter, click In Progress again.

Hovering over the Info Icon in the top left will show the last time Insights was updated. 

For the Party Summary Metric graph, you can filter the data by party or employer. This allows for additional transparency in cases where multiple engagements or benefits are made with the same employer of a counterparty.

Party Listing 

You can use the following additional filters for the Party Listing table: 

Note: to export Request Listing, see Requests Listing dashboard. 

How do I export or download data from Reporting Insights?

Several icons are located at the bottom of each dashboard. See more information on these options and how they work in the chart below.

Click to enlarge icon images. 

Icon	Description
	Undo the last action.
	Redo the last change you removed with the undo button.
	Reset the entire dashboard back to the default state.
	Not currently used, as all data refreshes run on a schedule.
	Pause updates to the dashboard. This is useful if there are a number of filters that you want to enter without the dashboard updating in between each.
	When you pause update, the button changes to the resume button. Click the Resume button to apply any filters that were changed while updates were paused.
	Not currently used.
	Save or view custom views.  For example, if you need to routinely filter the Transaction Country to only Canada, you can apply that filter on the dashboard and then click this button to save it as a custom view. Then, you can set it as your default view, so, whenever you load the saved view in the dashboard, it is filtered to Canada by default. If you create multiple custom views, use this button to cycle between them.  Note: While Custom Views are a convenient way to save your filter and view settings for future use, they are not guaranteed to persist across future dashboard updates. We recommend using them as a helpful tool for short-term convenience rather than a permanent or critical workflow component. To ensure continuity, please consider documenting key filter selections to reference in the event that they need to be recreated.
	Download the dashboard in a variety of formats.
	Open the dashboard in Full Screen mode. Press Esc on your keyboard to exit full-screen mode.

How Do I Export or Download Data From Reporting Insights?

To download data, select Download at the bottom of the dashboard.

Next, select Crosstab. 

Depending on which dashboard you are viewing, there may be multiple options available to download data. Below is a table that maps the previous Export to the Crosstab to download. 

Type	Dashboard	Export Name	Crosstab to Download
Approvals & Disclosures	Process Summary	Approvals Listing	Approvals Listing
Approvals & Disclosures	Request Listing	Request Listing	Table
Third-Party Management	Engagement Overview	Third-Party Listing	Third-Party Listing
Third-Party Management	TPM Program Metrics	Third-Party Listing	Third-Party Listing
Third-Party Management	Process Summary	Approvals Listing	Approvals Listing
Campaigns	Campaigns	Campaign Listing	Table
Tasks	Tasks	Task Listing	Task Listing
Screening	Screening	Screening Listing	Screening Listing

Once you select the Crosstab data (for example, Approvals Listing), select CSV as a format.