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.
What reports can I run in PurchasePlus?
PurchasePlus currently offers the following reports to all Purchaser Users:
- Purchase Requisition Lines Report. This report displays all of the Line-level data (Requisition Number, Supplier, Products, Quantities, Prices, and much more).
- Invoice and Credit Notes Report. This report displays the Header-level Information (e.g. Supplier, Total Amount, Account/Department etc) on your Organisation's Invoices or Credit Notes.
- Invoice and Credit Notes Lines Report. This report is a more granular version of the above, and includes Line-level information (e.g. Line Total Amount, Custom Sub-Line Data, etc) on your Organisation's Invoices or Credit Notes.
- Transfers Report. This report displays the time, date, Origin, Destination, Type and more details regarding each Inventory Transfer that has been completed by users in your Organisation.
PurchasePlus is continually developing our product offering, and we would love to hear from you regarding the type of Reports you would like to use.
To suggest a Report, or if you require further assistance with generating an existing report, please contact our friendly Customer Support Team at PurchasePlus.