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:
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Navigate to the report page:
- Go to Reports > Savings Analysis by Firm within the main application.
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Customize the Date Range:
- Use the date picker to select the start date and end date that define your search.
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Filter by Invoice Status (Optional):
- Use the Invoice Status drop-down menu to filter data based on different statuses.
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Apply Filters:
- Click the Update Filter button to apply all selected filters to the report.
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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.
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