Learn how to run Reports in PurchasePlus for better business insights.
A very large amount of data is generated by (and stored in) your PurchasePlus system. Accessing this data en-masse in the form of downloadable reports is a great way to better-inform your business decisions.
How to Run a Report in PurchasePlus
1. Click [Reports] → [View All] from the side navigation bar.
2. Select the [Report] you would like to run.
3. You can view previous iterations of the Report, as well as it's status, generation time and date, the User that generated it, and a Download Link.
4. Click [Create a New Report] located in the top right corner. You may also choose to Create a Report from a [Saved Template], if one exists (see Steps 5a-f for more information).
5. Complete the Report Form that specifies the parameters you would like included in the Report. For example, the Requisition Lines Report Form includes the following parameters:
a. Select a Report Format.
b. Select Columns to Include. You can [Add or Remove Columns].
c. Refine by Ownership. This enables a User to run a report based on activity located at their current Organizational level (e.g. 'Sydney Hotel'), or their current Organizational level and all levels below it (e.g. 'Sydney Hotel' + 'Kitchen' + 'Cafe' + 'Bar').
d. Refine by Date Range.
e. Select [Send Email Completed Report as an Attachment] → [Add Email Address] if desired.
f. Choose if you would like to [Save As Template], if you run this report often. Enter a 'Template Name' and click [Save Template].
6. Click [Create Report], when you are ready. The Report Status will move from 'Processing' to 'Completed', when the Report is ready to be viewed.
7. Click [Report Number] to view the Report on PurchasePlus.
8. Select [Download], to save the file on your device.
