Custom Report: Spending by Cost Account across multiple locations in PitneyAnalytics

As a Division Administrator, you may want to view spending by Division, grouped by cost accounts so you can see how much each Cost Account has spent.
Products affected: PitneyAnalytics

As a Division Administrator, you may want to view spending by Division, grouped by cost accounts so you can see how much each Cost Account has spent.

This article demonstrates how to apply filters and grouping to see Cost Account spending across multiple locations.

  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. Select Cost Account Name from the View By menu.
      view by cost account name
    2. Click the + icon to add another grouping.
    3. Select Sub Cost Account Name from the View By menu. Select sub account name
    4. Click the + icon to add another grouping.
    5. Select Sub Sub Cost Account Name from the View By menu.
  4. Select the Show/Hide Columns button to select which columns are visible in the report.
  5. Click the Refresh icon next to the View By menus. refresh icon

cost account report

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

UPDATED: 15 December 2023