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 Custom Allocation Templates feature of LexisNexis® Account Insights allows you to create templates to use when creating reports.
Take the following steps to create a Custom Allocation Template:
- Click Create Custom Allocation Template.
- Enter a unique name in the Name Custom Allocation Template field.
- Select if you want to share the profile with others in your organization or keep it private.
Note: When a template is set to Private, only you can see the template. When a template is set to Shared, other admins within your organization can see the template and you can choose to make the template Read Only or Editable. - Apply the allocation rates for each product:
- You can set this by dollar amount or percentage. Each included product must have an allocation amount.
- There is no set amount must be allocated. Users can determine the amount when creating the report.
- The monthly commitment and the cost for each non-usage-based product are shown.
- Select Report Filters.
Note: All items are selected by default. Click the category to see the filter options then click Save after making your filter selections. - Click Save.
- Click Save again to save the template.
Once you have saved the report template, you can click the Actions drop-down list to see your options:
- Edit Template
- Duplicate
- Create Template
- Download
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 Create Report
- 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.