Purpose
This article announces changes to the Core Insights product, specifically in changing the name to Data and Reporting and changing how reports are presented.
Audience
This article is directed toward all Core Insights customers.
Overview
Moving forward, the platform’s Core Insights offering is being referred to as Data and Reporting. The product has been updated to make it easier for users to find reports and navigate between reports.
To access the feature, in the navigation menu select Data and Reporting (Figure 1).
Figure 1. Data & Reporting option in the navigation menu
Under that option, there are subtabs, depending on which products you use. For each tab, there are several reports related to that product:
Card Management
Credit Card Reconciliation
Credit Card Audit
Expense Management
Total Expenses
Total Reimbursed
Reports Approved by Finance
Reports Created
Negative Reimbursement Report
Travel
Bookings
Flight List
Hotel List
Cars List
Travel Transactions
Flight Credit
Note that the reports themselves are not changing; rather, the way those reports are presented is changing.
Affected users and platforms
This update affects all Core Insights users on the web app.
Timing of changes
The changes mentioned in this article will go into effect on September 10, 2026. You do not need to take any action to see these changes in effect.
Need help?
For assistance, use the online chat feature. On the web, select the question mark at the top-right corner of the page and then Chat with Us. On the mobile app, open the menu and then select Chat with Us.
Publish date: September 28, 2026
Last update: NA