**Request Access has been added! Please see this article here to learn more about how you can customize visibility for each user under Reports.
Improving and optimizing your purchasing starts with understanding how your company is spending. Procurify Reports provide insights into your organization’s purchasing and lets you organize the reports by individuals, vendors, and types of spend.
You can access them by clicking on ‘Reports’ on the side bar.
The updated Procurify Status Reports provide clear and concise insights into your organization’s purchases. With an intuitive easy-to-use interface, you are able to view an in-depth breakdown of spend across your entire company.
Updated Reports include:
- Orders by Vendor
- Orders by User
- Orders by Department
- Expense by Department
In this article, we'll go over Customization through Filters, the overviews of the 4 updated Reports, and exporting.
Customization through Filters
Quick refinements can be made to each of these reports by selecting a specific date range location, and departments. These refinements will customize the information.
Orders by Vendor
This section provides visibility of how much was spent for different vendors. This report is broken down into two levels: Vendor level and Order Item level attributes. Watch the video for a quick tutorial, or keep reading for a deeper explanation.
A - Total Spending is a collective amount of all the orders spent throughout the company.
B - Total Vendors Used gives you an overall summary of how many of vendors that you’ve engaged with during the time range.
C- Total Items Purchased is a collective number of items that has been purchased.
D -Top Vendors displays the top five vendors that your company spent the most with.
E - This is a list of Vendors Breakdown to see the amount of items and money spent with the vendors. Click into the vendor’s name to view a detailed breakdown.
A - Total Spending is a collective amount of all the orders in this vendor.
B - You can get a quick summary of the categories you are spending with the vendor through the Total Account Code Used.
C - Number of Items Purchased is a quick summary of how much products has been purchased with this vendor.
D - The Spending Timeline displays all interaction with this vendor in a simple line / bar graph. By clicking the summary panel on top will change the way the information display on the graph.
E- Purchase Order List gives you an insight of all the orders that has been put through this vendor. By clicking on the PO button tag will bring you back to the associated order.
What does the Accumulate Values toggle do?
- Each data point on the chart is a sum of all preceding values.
Orders by User
This section provides visibility of how much each user inside Procurify is spending.
Orders by Department
This section provides visibility of departing spending.
Expenses by Department
This section provides visibility of how much each users inside Procurify is spending.
- Key Metrics
Key metrics put more emphasis on valuable information that matters most to your spending.
You will be able to export the page into a CSV for documentation and reporting purposes. You can download your results in a variety of formats. All previous report exports can be found in their export history.
- Improved search capabilities
Improved search capabilities allow you to find exactly what you are looking for.
Still have questions? Contact us at firstname.lastname@example.org