See How to Create a Custom Report to learn more about Custom Reports in Precoro and its types.
Note: Purchase Requisition type of Custom Report is available only for users with active "Report" and "Purchase Requisition" roles.
Purchase Requisition Custom Report allows you to generate any data set describing all PRs you have access to in Precoro. After running, PR Custom Report could be downloaded in XLSX format. Thus, you can gather, filter, process, analyze, and use any information about PRs.
In general, there are two ways you can build a Purchase Requisition Custom Report:
- By documents using only General data
- By items using Items (and other) data
Let's consider examples of both types and define their features and advantages.
Purchase Requisition Custom Report by Documents
Such a way of reporting is proper when you need to analyze your requisitions from the general view and cluster documents by specific features without diving into items.
Let's say you want to regularly monitor the total amount of PRs, generated by each Department and statistics of its proceeding.
To do this, you need a list of PR documents filtered by a specific period with indicated Departments, Status, and Total sums. It could be formed through the PR Custom Report with the use of General data only.
Here is a guide on how to create such a report:
Purchase Requisition Custom Report by Items
Such a type of reporting is helpful while analyzing the items/products from different POs in bulk.
Imagine you want to set up the recurring monthly ordering of food and drinks to all locations of your company. To define the optimal order volume, you should know the average consumption per location. Thus, you decided to create a report, which will show you how many products from food and drinks categories were ordered per each office during the last month.
Such type of PR Custom Report should be built with the use of Items data. At that point, after running the report, we will have a dataset of all items from PRs that fulfill set filters.
To build a report from the example above, we should select the units from Item data (Category, Name, Ordered) and General data (Locations):