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Version: 7.0

Purchase reports

Where to find​

Purchase reporting consists of a single report — the “Order report”, located at “Purchase” → “Reporting” → “Order report”.

Order report​

Order report

The report allows you to analyze purchase orders by:

  • vendors;
  • statuses;
  • dates;
  • items and categories (if classification is used);
  • item attribute columns (see items);
  • purchase order fields (type, payment terms, “Scheduled date”, “Vendor reference”, “Our representative”, etc.).

The report shows only orders whose location the user has access to (as well as orders without a location).

Date filters and grouping​

The report provides:

  • a date interval filter;
  • ready-made date columns in the pivot table — day of week, week, month, year, etc. — which can be used for grouping.

What to use it for​

The report is useful for:

  • controlling “what has been ordered” and “from whom it has been ordered”;
  • analyzing scheduled delivery dates;
  • preparing reconciliations with vendors.