The Trending By Account Report page presents a list of accounts in scope for the client, showing a spend trend of the last six months for the account, based on the current month.
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Filter Report List
Click Filters to expand the section to display the filter options.
The information can be filtered by:
From: Select the specific start month from drop-down list.
To: Select the specific end month from drop-down list.
Vendor: Select the specific vendor from drop-down list.
Corporate Name: Enter the criteria. Find the corporate name then select the specific corporate name.
Account Status: Select if the account is active or inactive from drop-down list. Valid values are Active or Inactive.
Click Search to display list.
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The list can be exported to a spreadsheet by clicking the XLS icon.
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report is a standard Power BI report created to show you:
cost per account each month
total lines by vendor
summary of charges by cost group
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Check out how to interact with the Power BI tiles in this article here. |