The Spend Analysis Report can be found within the Reporting Dashboard. The intent of this article is to explain the function of the report.
How to generate report
Refer to guide: How to generate customer reports
Admins and manager users
All reports across all accounts are merged into a single spreadsheet. Individual accounts can be selected from the dropdown menu.
Spend Analysis Reports are showcased by shipping account for customers.
Fields included within
- Shipping account
- Plan number
- Account number
- Invoice number
- Invoice date
- Invoice amount
The Spend Analysis Report can be scheduled within the Scheduled reports section of the Reporting Dashboard.