Savings Analysis by Firm Report

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:

1. Navigate to the report page:

   • Go to Reports > Savings Analysis by Firm within the main application.

2. Customize the Date Range:

   • Use the date picker to select the start date and end date that define your search. 

3. Filter by Invoice Status (Optional):

   • Use the Invoice Status drop-down menu to filter data based on different statuses.

4. Apply Filters:

   • Click the Update Filter button to apply all selected filters to the report.

5. 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.