SI: Report references

docs/spend-insights/guides/get-report.md

@@ -1,5 +1,103 @@
 ---
-title: "Download company's spend report"
-sidebar_label: Get report
+title: "Download company's spend reports"
+sidebar_label: Get reports
 description: "Learn how to generate and download up-to-date spend reports for your customer"
----
+---
+
+import Tabs from "@theme/Tabs";
+import TabItem from "@theme/TabItem";
+import ReadNext from "@components/ReadNext";
+
+## Prerequisites
+
+Before you can review spend data and associated insights, you need to request access to it. We cover this in detail in our [Onboard customer](/spend-insights/guides/onboard-customer) guide.
+
+In this guide, we will cover how you can generate and download spend reports generated from your customer's business data using the [Codat Portal](https://app.codat.io/).
+
+## Check report status
+
+Once you onboard the customer, their initial Spend Insights reports generate immediately. In the Codat Portal, navigate to the **Spend Insights** tab, locate the customer's company, and check that the reports are ready. 
+
+You may see one of the following statuses next to the company name:
+
+| **Report status**              | **Action**                                                                                   |
+| ----------------------- | -------------------------------------------------------------------------------------------- |
+| **Available**           | Codat successfully generated the spend report for this customer, and it's ready to download. |
+| **Generating**          | Codat is currently generating the spend report for this customer. Check back later.          |
+| **Unavailable**         | Codat hasn't yet received data from this customer. Onboard the customer first.              |
+| **Failed**         | Codat couldn't generate the report. Contact support to resolve the error.              |
+
+![An image of the Portal user interface on the Spend Insights tab with four companies listed and their statuses highlighted.](/img/spend-insights/si-spend-report-statuses.png)
+
+## Update report
+
+If your customer shared their data with you via [Data streaming](/spend-insights/resources/link-software), you can refresh the data in the Spend Insights report as often as you need. This ensures you are always working with the most up-to-date financial information of your customers. 
+
+On-demand report update isn't possible if your customer used [Intelligent Upload](/spend-insights/resources/link-file) to share their financial data.
+
+To generate an updated report, follow these steps:
+
+1. Navigate to the **Spend Insights** tab in the [Codat Portal](https://app.codat.io).
+
+2. Search or scroll to locate the company you require reports for.
+
+3. Click the **Download** icon on the company line to view the dropdown menu.
+
+4. Click **Update reports** in the dropdown menu.
+
+5. Track the progress by checking the _Report Status_ column. 
+
+Once updated, the status will change from _Generating_ to _Available_, and you can go ahead and download the resulting report.
+
+![An image of the Portal user interface on the Spend Insights tab with the Update Reports button visible and highlighted.](/img/spend-insights/si-update-reports.png)
+
+## Download report
+
+When you are ready to download a company's Spend Insights reports, you can do so from the Spend Insights tab. 
+
+1. Search or scroll to locate the company you require reports for.
+
+2. Click the **Download** icon on the company line to view the dropdown menu.
+
+3. Click the report line item that you want to download.
+
+This initiates the download and saves the Excel report to your default download folder.
+
+![An image of the Portal user interface with the download dropdown displayed and download button highlighted for an example company](/img/spend-insights/si-reports-download.png)
+
+## Report types
+
+Codat offers three report types with a different level of detail that serve a different stage of your engagement with a customer. For a full breakdown of each report's columns and how to interpret the data, review the reports' reference pages.
+
+| Report | Format | Description | Target use |
+|---|---|---|---|
+| **[Spend Summary](/spend-insights/reports/spend-summary)** | PowerPoint | A one-page customer-ready snapshot of top supplier opportunities and key metrics, such as cashback potential and time saved. | Sales enablement, quick value demonstration, client-facing conversations |
+| **[Spend Analysis](/spend-insights/reports/spend-analysis)** | Excel | A detailed breakdown of your customer's accounts payable data, payment methods, supplier spend, and settlement terms. | Deep spend analysis, identification of cardable suppliers, input for supplier onboarding campaigns |
+| **[Ongoing Insights](/spend-insights/reports/ongoing-insights)** | Excel | An automated quarterly report that compares the latest spend data to previous periods and highlights new suppliers, trends, and payment method changes. | Continuous monitoring of opportunitites, supplier onboarding prioritization |
+
+:::tip Missing reports?
+
+If you don't see all three reports in the download list, this may be because:
+
+- The report hasn't been generated yet. Select **Update reports** from the download dropdown to trigger a refresh.
+- The report type is disabled for your account. Reach out to your account manager to enable it.
+- The **Ongoing Insights** report is generated quarterly. If a quarter hasn't passed yet, the report won't appear in the list.
+
+:::
+
+<ReadNext
+  links={[
+    [
+      "Spend Summary report reference",
+      "/spend-insights/reports/spend-summary",
+    ],
+    [
+      "Spend Analysis report reference",
+      "/spend-insights/reports/spend-analysis",
+    ],
+    [
+      "Ongoing Insights report reference",
+      "/spend-insights/reports/ongoing-insights",
+    ],
+  ]}
+/>