Custom report: Spending by carrier and class in multiple locations in PitneyAnalytics

This article demonstrates how to apply filters and grouping to see spending on various carriers and classes across a division.
Products affected: PitneyAnalytics

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

  1. Select Analytics > Reports.
    Intelligent Locker AM Series 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 on the refresh icon to display the analysis.
  3. Use the grouping tools to organize your report.
    1. Select Carriers from the View By menu.
      group by carrier
    2. Click the + icon to add another grouping.
      add grouping
    3. Select Rating Class Advanced from the View By menu.
      select carrier class advanced

carrier and class report

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

UPDATED: September 13, 2022

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