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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.
Products affected: 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.
    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: 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. Decimal preferences: Select two or three decimal places.
    5. Date Range: Select one of the preset time periods, or select Custom Range to enter a specific date range.
    6. 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. By default, the report is grouped by Location.
  4. Select the columns you want to see in your report.
    1. Click Columns.
      columns menu
    2. Deselect all the columns except Total Savings.

UPDATED: 11 April 2024