See How to Create a Custom Report to learn more about Custom Reports in Precoro and its types.
Note: Purchase Order type of Custom Report is available only for users with active "Report" and "Purchase Order" roles.
Purchase Order Custom Report allows you to generate any data set describing all POs you have access to in Precoro. After running, Custom Report could be downloaded in XLSX format. Thus, you can gather, filter, process, analyze, and use any information about POs.
In general, there are two ways you can build a Purchase Order Custom Report:
- By documents using only General, Supplier, and/or Company data
- By items using Items (and other) data
Let's consider examples of both types and define their features and advantages.
Purchase Order Custom Report by Documents
Such a way of reporting is proper when you need to analyze your orders from the general view and cluster documents by specific features without diving into items.
Let's say you're a Procurement Manager and it's under your responsibilities to track the statuses of all created Purchase Orders in the company, prevent any delays in documents proceeding, and push colleagues/suppliers where it's needed.
To always have a full actual PO status, you could create a Custom Report, which will quickly provide you with needed data. For example, it could be a delivery timeline of Purchase Orders clustered by Suppliers and Statuses.
Such a report should be based on units from General and Supplier data.
Here is a guide on how to create such a report:
Purchase Order 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 evaluate your spendings for the last two months across locations and explore what products and categories you spent the most money on. This analytics will help you to set up your next quarter budget and think about possible savings.
Purchase Order Custom Report by Items is the way you can easily access the needed data in few minutes. After running the report, we will have a dataset of all items from POs that fulfill our filters.
To build a report from the example above, we should select the units from Item data (Category, Name, Ordered, Item Gross Total, Price, Discount) and General data (Locations):