Product
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LexisNexis® Account Insights
Category
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Account Updates
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Billing and Invoicing
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Article Content
The Create Report feature of LexisNexis® Account Insights allows you to quickly set up reports to see your account data.
The Create Report page includes the Data Statement on the right side that includes tips on how we process your data for reporting. You also see the Quick Links pod to select the Customer/Financial Account(s) to include in your report. All accounts are included by default, if your organization has more than one account.
Take the following steps to create a report:
- Select the Date Range:
- Standard (Month to date)
- Select Month then select the month from the drop-down list
- Custom Date Range then select the From and To dates
- Select a default allocation from the Apply Default Allocation drop-down list:
- Distribute use by Gross Amount
- Distribute use by Client ID
- Distribute use by Place of Business
- Distribute use by Product
- Use the toggle to include or exclude Zero Priced Events.
- (Optional) Select a Report Template if you have templates already created. For more information about creating templates, see LexisNexis Account Insights Report Templates .
- Select a Standard Report Selection.
- Select Report Filters.
Note: Some items are selected by default. Click the category to see the filter options and use the toggle buttons to select your filters. Click Save after making your filter selections. - Select User Display.
- Select the Currency Settings.
- Select the format for your report in Download Settings.
- Select Download or View to review report.
Once you have saved and run the report, you can click the Actions drop-down list to see your options:
- Edit
- Printable Format
- Download
- Save as Scheduled Report (Alert)
The following articles provide additional information about each part of LexisNexis Account Insights:
- LexisNexis Account Insights Overview
- LexisNexis Account Insights Home Page
- LexisNexis Account Insights Custom Allocation Templates
- LexisNexis Account Insights Report Templates
- LexisNexis Account Insights Scheduled Reports
Access LexisNexis Account Insights at https://accountinsights.lexisnexis.com. Use your LexisNexis® product ID and password to sign in. Once signed in, you see the Home tab with information specific to your account.