Insight Reporting Service
Accessing Reports
Business Process Guide
California State University, Chico
Insight Reporting Service
Contents
Access Insight Reporting................................................................................................. 3
Setting Report Parameters ............................................................................................. 4
Process a Report .............................................................................................................. 5
Search the Results ........................................................................................................... 6
Export to Excel .................................................................................................................. 6
Printing a Report ............................................................................................................... 7
Insight Reporting Service
CFS 9.2
Page 2 of 8
September 2014
California State University, Chico
Insight Reporting Service
Insight access must be established prior to log in. To request access contact CMS Financials,
fincms@csuchico.edu.
Instructions & Navigation
Screen Shots
Access Insight Reporting
Internet Explorer is the
preferred browser, however,
Safari and Firefox can also be
used.
1. Type //Insight in the
browser URL and press the
Enter key.
2. Enter Username and
Password on the Login
page.
Note: Username and Password
are the same as the
Domain.
3. Click
.
4. Open the Financials
folder.
5. Open the Financials
Reports folder.
CFS 9.2
Page 3 of 8
September 2014
California State University, Chico
Insight Reporting Service
Instructions & Navigation
Screen Shots
6. Click the report to be
processed.
Setting Report Parameters
7. Once a report is open, use
the down arrow to open the
box and select parameters
for each category. The
categories will vary with the
report selected.
Note: When setting the Deptid
parameter there are two
options:

select from the list and
enter N/A;
OR

Select N/A and type in
the Deptid.
CFS 9.2
Page 4 of 8
September 2014
California State University, Chico
Insight Reporting Service
Instructions & Navigation
Screen Shots
Process a Report
8. Once the parameters have
been selected, click the
View Report button to
process the report.
Results
9. The first page of the results
will display below the
parameters.
10. The page number and
number of pages in the
report are listed on the left
side of the tool bar.
11. Use the
arrows to move through
the report.
CFS 9.2
Page 5 of 8
September 2014
California State University, Chico
Insight Reporting Service
Instructions & Navigation
Screen Shots
Search the Results
Type specific information
in the box and click Find.
Use the
box to search the report for
specific information.
If the information is contained in the report it
will be located and highlighted. Click Next
to find other occurrences.
Export to Excel
1. Click the down arrow in the
Select a format box.
2. Select Excel.
3. Click Export.
CFS 9.2
Page 6 of 8
September 2014
California State University, Chico
Insight Reporting Service
Instructions & Navigation
4. Select the
Screen Shots
or
button on the
File Download window.
5. An Excel document will
open containing the
information from the Insight
report.
Printing a Report
1. Export the report to Excel.
Do not use the printer icon to
print the document.
CFS 9.2
Page 7 of 8
September 2014
California State University, Chico
Insight Reporting Service
Instructions & Navigation
Screen Shots
2. Use the Office Button on
the Excel Worksheet to
access the print program.
3. Select Print.
CFS 9.2
Page 8 of 8
September 2014