Viewing manual transactions in PitneyAnalytics

Use manual transactions to import transaction data from products that aren't supported directly by PitneyAnalytics.
Products affected: PitneyAnalytics

Use manual transactions to import transaction data from products that aren't supported directly by PitneyAnalytics. This helps you keep track of all the mailing and shipping expenses within the analytics tool, make all the transactions accountable in the system, and charge back the respective cost center.

You can view your manual transactions in two ways:

  1. Dashboard
  2. Spend Summary Report

Dashboard

  1. Select Analytics > Dashboard, or select the Dashboard tab.
    select Dashboard

  2. Scroll down to the Sending Activity section.
    analytics dashboard manual transactions
  3. Hover over Manual Transactions (1) to highlight data in the column graph.
  4. Hover over a column (2) to see details.

Spend Summary Report

  1. Select Analytics > Reports.
    Locker Management Module select Analytics > Reports
  2. By default, the report is grouped by Location. Click the + icon to add another grouping.
    add report grouping
  3. Select Spend Type.
    add view by spend type
  4. Add another report grouping.
  5. Select Item Type.
    add view by item type
  6. Expand the Location rows to see details. If manual transactions have been entered, they will be displayed.manual transactions displayed in repoirt

Related topics

UPDATED: August 18, 2023