Custom report: Spending by carrier and class in multiple locations in PitneyAnalytics

As a Division Administrator, you may want to create a report showing spending on various carriers & classes across locations so you can track spending in your Divisions.

This article demonstrates how to apply filters and grouping to see spending on various carriers and classes across a division.

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. 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. Select Carriers from the View By menu.
      
   2. Click the + icon to add another grouping.
      
   3. Select Rating Class Advanced from the View By menu.
      
4. Select the Show/Hide Columns button to select which columns are visible in the report.

You can expand table rows by clicking the widget on the left side of the row.