Purchasing reports

Use Menu > Reports to review open purchase orders, analyze purchasing by item or vendor, compare ordered quantities and amounts with receipts and bills, and measure vendor delivery timeliness. The five report articles explain their date controls, filters, calculations, included and excluded orders, and export actions.

Open Menu > Reports. Enter a report name in Search by report or description and press Enter, select Purchasing in the Business area search criterion, or group the results by business area. The Purchasing business area contains five reports:

• Open purchase orders
• Purchase orders history
• On-time delivery
• Purchase orders by item
• Purchase orders by vendor

Each report has its own default date range and filters. In a report, select Change date range to choose another period. Use the displayed filter buttons to limit the results. Select Export as Excel (.xlsx) to export to Excel, or open More actions and select Export as PDF to export to PDF.

Learn more

• Open purchase orders report
• Purchase orders by item report
• Purchase orders by vendor report
• Purchase orders history report
• On-time delivery report