Custom report: Savings realized at multiple locations in PitneyAnalytics

As a Division Administrator, you may want to create a report showing savings within a Division grouped by Location so you can see how much each of your locations has saved.

This article demonstrates how to apply filters and grouping to see what your savings are in multiple locations.

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 Cost Account Name from the View by menu.
   3. Click Add Level to add new groupings to your report.
   4. Select Done.
4. Select the columns you want to see in your report.
   1. Click Columns.
   2. Select Realized Savings to show actual savings versus potential savings. Realized savings includes Carrier discounts.
   3. Select Total + Savings to add Realized Savings to Total Chargeback amount. Total Chargeback includes Total Amount (Base + Extra Services/ Surcharges), Addl. Surcharges, and Carrier Adjustment Amount.
   4. (Optional) To reorder your columns, drag the column names, or use the arrows.
   5. (Optional) Change the column names by clicking the Edit icon.