Savings Analysis by Firm Report Savings Analysis by Firm Report

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.