Custom report: Spending on Pitney Bowes products in multiple locations in ShipAccel

As a Division Administrator, you may want to create a ShipAccel report showing spending by your Pitney Bowes products across locations so you can track spending across your region.

This article demonstrates how to apply filters and grouping to see spending on various products 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. By default, the report is grouped by Location. Click the + icon to add another grouping.
      
   2. Select Product Type from the View By menu.
      
   3. Click the + icon to add another grouping.
   4. Select Products from the View By menu.
      
4. 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.