Introduction to the Custom Reports
Custom Reports allow you to generate, analyze and export any company's data set based on the type of document used in Precoro:
- Purchase Requisition
- Purchase Order
- Credit Note
- Warehouse Request
- Stock Transfer
TABLE OF CONTENTS
- Introduction to the Custom Reports
- Providing access to the Reports module
- What is the Structure of Custom Reports
Providing access to the Reports module
Custom Reports are available for users with an active Report role and with access to the module they wish to use in the report. The rights to the module should include one of the following: Create, Approve, or Pay.
If the user has View Only role, that module would not be available to choose when creating the report.
For example, if the users wish to create reports on Invoices, they should have two roles — Report and Invoices (with the rights to either Create, Approve, or Pay).
To set the user's role:
In case you have deactivated the user and chosen the substitute, they will receive access to all the reports created by their predecessor.
Choosing the substitute is a required action when deactivating a user.
The substitute user will have full access to their predecessor reports and be able to edit and delete them.
What is the of Custom Reports
The general idea of creating a Custom Report is to get a specific downloadable piece of data related to the given document type. The data set available to include in the report is organized into the following groups:
- General data
- Supplier data
- Company data
- Items data
General data is available for all types of documents, other - as follows:
|Data/Report||Purchase Requisition||Purchase Order||Invoice||Receipt||Budget||Credit Note||Payment|
General data contains general information about the whole document or related documents (Document #, Status, Dates of Creation/Approval/Delivery, Names of creators, Document Custom Fields, etc.).
Supplier data indicates pieces of information about the supplier side (e.g., Name, Legal Address, Delivery Period, Billing information, Contract Number, etc.)
Company data gives a similar breakdown as supplier data, but regarding your company.
Items data is all about the products, stated in PO, Invoice, Receipt, or Credit Note.
Once you have created a Custom Report, you can save the template and use it when needed.
Thus, you can gather, filter, process, analyze, and use any information about documents in your Precoro account.