The CAO Savings Summary 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 CAO Savings Summary Report is to display the savings secured by customers as a result of the Carrier Agreement Optimization Service.
How to generate report
Refer to guide: How to generate customer reports
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 the Export Data icon found within the Reports section on the left sidebar
Fields included within
- Total
- Summary
- Details
Schedule reports
The CAO Savings Summary Report can be scheduled within the Scheduled reports section of the Reporting Dashboard.