The Savings Analysis by Firm report provides a consolidated view of the savings identified for each firm, categorized by specific flags.
Accessing the Report
Follow these steps to locate and generate the Savings Analysis by Firm report:
Navigate to the report page:
Go to Reports > Savings Analysis by Firm within the main application.
Customize the Date Range:
Use the date picker to select the start date and end date that define your search.
Filter by Invoice Status (Optional):
Use the Invoice Status drop-down menu to filter data based on different statuses.
Apply Filters:
Click the Update Filter button to apply all selected filters to the report.
View & Compare Firms:
Use the Firm selection box to analyze specific firms.
To compare multiple firms, hold Ctrl + Click (Windows) or Cmd + Click (Mac) while selecting firms.
The report output will be displayed below based on your selections.