Custom Report: Spending by Cost Account across multiple locations in PitneyAnalytics
This article demonstrates how to apply filters and grouping to see Cost Account spending across multiple locations n PitneyAnalytics.
Products affected: PitneyAnalytics
This article demonstrates how to apply filters and grouping to see Cost Account spending within a division.
- Select Analytics > Reports.
By default, the Spend Summary tab will be displayed. -
Use the filters to select the data you wish to view.
- Filter: Keep the default value of Division/Region.
- Division/Region: Select the divisions you wish to view.
- Location: Select the locations you wish to view.
- Date Range: Select one of the preset time periods, or select Custom Range to enter a specific date range.
- Refresh: Once you have selected all of your options, click on the refresh icon to display the analysis.
- Use the grouping tools to organize your report.
- Select Cost Account Name from the View By menu.
- Click the + icon to add another grouping.
- Select Sub Cost Account Name from the View By menu.
- Click the + icon to add another grouping.
- Select Sub Sub Cost Account Name from the View By menu.
- Select Cost Account Name from the View By menu.
- Click the Refresh icon next to the View By menus.
You can expand table rows by clicking the widget on the left side of the row.
UPDATED: August 18, 2023