Custom report: Spending on Pitney Bowes products in multiple locations in PitneyAnalytics

As a Division Administrator, you may want to create a PitneyAnalytics report showing spending by your Pitney Bowes products across locations so you can track spending across your region.
Products affected: PitneyAnalytics

As a Division Administrator, you may want to create a PitneyAnalytics report showing spending by your Pitney Bowes products across locations so you can track spending across your region.

This article demonstrates how to apply filters and grouping to see spending on various products across a division.

  1. Select Analytics > Reports.
    select Analytics > Reports
    By default, the Spend Summary tab will be displayed.
  2. Use the filters to select the data you wish to view.
    analytics dashboard filters

    1. Filter: The default value is Division/Region.
    2. Division/Region: Select the divisions you wish to view.
    3. Location: Select the locations you wish to view.
    4. Date Range: Select one of the preset time periods, or select Custom Range to enter a specific date range.
    5. Refresh: Once you have selected all of your options, click the refresh icon to display the report.
  3. Use the grouping tools to organize your report.
    1. By default, the report is grouped by Location. Click the + icon to add another grouping.
      add report grouping
    2. Select Product Type from the View By menu.
      select product grouping
    3. Click the + icon to add another grouping.
      add another grouping
    4. Select Product from the View By menu.
      group by product name
  4. Click the Refresh icon next to the View By menus. refresh icon

use by product report

You can expand table rows by clicking the widget on the left side of the row.

UPDATED: 15 December 2023