---
title: How to Create a Consolidated P2P Report
description: Learn how to create one exportable report that tracks each item across the entire procure-to-pay process, from purchase requisition to payment.
---
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# How to Create a Consolidated P2P Report
## Create one exportable report that tracks each item across the entire procure-to-pay process.
**TABLE OF CONTENTS**
- [Consolidated P2P Report: Quick Start](https://help.precoro.com/consolidated-p2p-report#quick-start)
- [Why Use the Consolidated P2P Report](https://help.precoro.com/consolidated-p2p-report#overview)
- [How the Consolidated P2P Report Is Structured](https://help.precoro.com/consolidated-p2p-report#structure)
- [Report Access and Visible Data](https://help.precoro.com/consolidated-p2p-report#report-access)
- [How to Create a P2P Consolidated Report](https://help.precoro.com/consolidated-p2p-report#create)
- [Step 1: Select the Report Type and Columns](https://help.precoro.com/consolidated-p2p-report#step-1)
- [Step 2: Set the Filters](https://help.precoro.com/consolidated-p2p-report#step-2)
- [Step 3: Export the Report](https://help.precoro.com/consolidated-p2p-report#step-3)
### Consolidated P2P Report: Quick Start
**Here's a quick overview of the Consolidated P2P Report, its purpose, and creation process.**
*If you don't see the Report Type field, you'll find the Consolidated option in Document Type.*
### Why Use the Consolidated P2P Report
The Consolidated P2P Report combines item data from every stage of your procure-to-pay (P2P) process in one file, so you can follow each item from requisition to payment without building and joining separate reports.
It pulls data from purchase requisitions, purchase orders, receipts, invoices, and credit notes.
Use it to:
- Track purchases from request to payment.
- Spot stalled or incomplete processes.
- Compare ordered, received, invoiced, and paid amounts.
- Simplify month-end and quarter-end reviews.
- Analyze P2P data across key business dimensions.
### How the Consolidated P2P Report Is Structured
- **Each row shows one item** and all its related records across the P2P chain. If an item is linked to multiple POs, receipts, etc., their values are aggregated in that row.
- **Rows are grouped**: Items from the same end-to-end purchase (P2P chain) appear together. Chains are sorted by **P2P Last Activity Date** (the most recent update across all documents in the chain), newest first.
### Report Access and Visible Data
These user roles are required to create the report:
- Reports,
- Any of the supported document modules.
Both the report building page and the exported data are limited to the modules you have access to.
For example, if you have access to **Purchase Orders** and **Receipts** but not to **Invoices**, invoice columns and invoice data don't appear in your report.
**✍️ Note:** When you open a P2P Consolidated Report with shared access, your export excludes fields from modules you can't access, even if the report owner added them.
[](https://help.precoro.com/hubfs/roles-p2p-report.jpg?hsLang=en)
### How to Create a P2P Consolidated Report
#### Step 1: Select the Report Type and Columns
1. Open **Reports** in the left-side menu and click **Create a Custom Report**.
2. Name your report.
3. Select the **Consolidated** type.
4. Set the **Report Access Type** (see[How to Set the Report Access Type)](https://help.precoro.com/how-to-create-a-custom-report#Set-Report-Access-Type).
5. Choose and arrange the necessary fields.
6. Click **Save & Create**.
Two fields are unique to this report:
- **P2P Last Activity Date**. The latest date across all documents in the P2P chain. For example, if the latest document in a chain is an invoice dated 08.07.2026, every row in that chain shows 08.07.2026.
- **P2P Starting Document.** The document type the P2P chain started with: PR, PO, invoice, or credit note. Every row in the chain shows the same value.
#### Step 2: Set the Filters
The report filters by one document type at a time.
1. Select the document type you want to filter by. Precoro shows the filters available for it.
2. Fill in the required primary filters.
3. Add optional detail filters if needed, such as custom fields, locations, or payment details.
An item appears in the report if at least one document of the selected type in its P2P chain matches all the filters you set.
#### Step 3: Export the Report
The P2P Consolidated Report is generated only as an export file. Once your columns and filters are set, click one of these options:
- **Export** to download the report as an XLSX file.
- **Export to Google Sheets** if your Google account is connected to Precoro.
- **Send to Email** to share the report with your colleagues or send it to your own inbox.
**✍️ Note:** The Consolidated P2P Report skips the on-screen preview and **Run Report** step used by other custom reports.
It collects data from five document types at once, so exporting the full file gives you complete results faster than loading a preview.
**NEXT STEP**
See[How to Export and Share Reports](https://help.precoro.com/how-to-export-and-share-reports?hsLang=en) for more about Google Sheets exporting and sharing reports with your team.
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