The Spend Analysis Report can be found within the Reporting Dashboard. The intent of this article is to explain the function of the report.
Purpose
The purpose of the Spend Analysis report is to display invoice data for selected shipping accounts.
How to generate report
Refer to guide:
This report can be exported by tapping the Export Data icon found within the Reports section on the left sidebar
The following page will appear after tapping Export Data icon found within the Reports section on the left sidebar
Refer to guide:
Admins and manager users
All reports across all accounts are merged into a single spreadsheet. Individual accounts can be selected from the dropdown menu.
Customers
Spend Analysis Reports are showcased by shipping account for customers.
Fields included within
- Carrier
- Shipping account
- Customer
- Plan number
- Account number
- Invoice number
- Invoice date
- Invoice amount
Schedule reports
The Spend Analysis Report can be scheduled within the Scheduled reports section of the Reporting Dashboard.