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

As a Division Administrator, you may want to create a report showing spending on various carriers & classes across locations so you can track spending in your Divisions.

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

1. Select Analytics > Reports.
   
   By default, the Spend Summary tab will be displayed.

2. Use the filters to select the data you wish to view.

   

   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 Customize View > Choose how to group data.
      
   2. Select Carriers from the View By menu.
   3. Select Add Level.
      
   4. Choose Rating Class Advanced from the Then by menu.
      
   5. Select Done.

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