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.

  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: Keep the default value of 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 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. an-rpt-sel-sub-acct-391
    4. Click the + icon to add another grouping.
    5. Select Sub Sub Cost Account Name from the View By menu.
  4. 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: September 20, 2022

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