Three important concepts provide continuity as you navigate among CassPort features and services. The multiple currency tabs, the Portal Suffix Filter and the default (time) period selections are applicable throughout many CassPort services.
Multiple currency tabs display under the METRICS tab and the TOP < X > tab view. Cass processes information in a number of currencies, currently: US Dollars, Canadian Dollars, Pesos and Euros. Since it is not possible (or sensible!) to combine metrics of different currencies, clients who conduct business in more than one currency can view metrics and Top < X > information by separate currency type.
The Portal Suffix Filter provides shipper selection, so you can select to view information for one or more account suffixes in your profile. Selected suffixes determine the data displayed throughout portal services. It is important to load the suffix whose data you want to view in the portal services. Saving the Selected Shippers (suffixes) displays that data in your CassPort Metrics grid and Metric charts, Metric pop-up View, doughnut charts, Top < x > charts, Compare and Trend features and Payment Analyses.
Setting a default time period allows for consistent comparison of metric totals from year to year, month to month, week to week or day to day. When you set a time period default, this setting applies to all items in both the METRICS tab and TOP < X > tab. To learn more about Time periods see the link below.
For more information on these features click a link: