TABLE OF CONTENTS
- What is a Purchase Requisition Custom Report?
- How to Create a Purchase Requisition Custom Report by Documents
- How to Create a Purchase Requisition Custom Report by Items
What is a Purchase Requisition Custom Report?
Purchase Requisition Custom Report allows you to generate any data set describing all PRs you have access to in Precoro. After running, the PR Custom Report can be downloaded in XLSX format. Thus, you can gather, filter, process, analyze, and use any information about your company’s Purchase Requisitions.
Please note: Purchase Requisition type of Custom Reports is available only for users with active Report and Purchase Requisition roles.
Generally, 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.
You can filter the Purchase Requisition Custom Report by Items and Documents Custom Fields.
Please make sure you have activated Items Custom Fields for the Purchase Requisitions to see them in the Reports filters.
Find detailed instructions on how to activate Items Custom Fields for documents here.
How to Create a Purchase Requisition Custom Report by Documents
This reporting type is applicable when you need to generally analyze your requisitions 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 the statistics of its proceedings.
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:
How to Create a Purchase Requisition Custom Report by Items
This type of reporting is helpful when 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 would show you how many products from the food and drinks categories were ordered per office during the last month.
Such type of PR Custom Report should be built using Items data. At this point, after running the report, we will have a dataset of all PR items that fulfill set filters.
To build a report from the example above, we should select the units from Items data (Category, Name, Ordered) and General data (Locations):
See the How to Create a Custom Report article to learn more about Custom Reports in Precoro and their types.