The Engagement Overview Dashboard is used to track the following:

• Request Count
• Completed Requests
• Pending Requests
• Completed with Conditions
• Third-Party Count
• Third-Party Type
• Risk Result by Area
• Risk Result by Criteria
• Country Type 
• Third-Party Listing

Clicking the Hamburger Icon in the top far left-hand corner of the dashboard will open additional filters that can be applied such as:

• Request
• Submitter
• Party

Note: All dashboards (except the Process Summary dashboard) use the same set of filters. If a filter is applied in one dashboard, it will be applied to all other dashboards (except the Process Summary dashboard). 

Clicking on values within the Risk Result by Area and Risk Result by Criteria visuals will filter results in the other charts and tables in the dashboard. In the example below, the user clicked on the value in the red box,which filtered the other elements within the dashboard.

Tools on the left side of the map can be used to search and zoom in and out. 

Filters on the right side of map can be changed by making selections on the Country Type and Color Map By dropdowns.  

An additional feature of the Third Party Listing allows the user to click on a request ID. Once the pop-up box for the request appears, the user has the option to open the selected request in the system.

Clicking on the Risk Score or Total Request Value in the last column of the Third Party Listing will display additional information about TPM Renewals and the Risk Score. 

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.