In Precoro, you can quickly and effectively gather the necessary data for analyses using the custom reports functionality. Read this article to learn how to custom reports to your maximum benefit.
The Receipt type of Custom Report is available only for users with active Receipt and Reports roles.
Receipt Custom Report allows you to generate any data set describing all Receipts and Receipt Items you have access to in Precoro. After running, the Custom Report can be downloaded in XLSX format. Thus, you can gather, filter, process, analyze, and use any information about Receipts.
Generally, there are two ways you can build a Receipt Custom Report:
- By documents, using only General and/or Supplier data
- By items, using Items (and other) data.
You can filter the Receipts Custom Report by Items and Documents Custom Fields.
Please make sure you have activated Items Custom Fields for the Receipts to see them in the Reports filters.
Find detailed instructions on how to activate Items Custom Fields for documents here.
Let’s consider an example of a Receipt Custom Report by Items. This reporting type is applicable when you need to analyze data about the received items for a selected period (with specific features if required).
Let’s say you want to have a report about all office supplies your colleagues received from Amazon clustered by Departments. To do this, you need a list of Items from receipts filtered by status (we need only Received ones) with the following indicated parameters:
- Item from Catalog (if needed) and Supplier - to filter your resulting table.
- Department (as Document Custom Field) - to cluster your results.
- Item name - to have a list of received items.
- Received - to know the number of received items.
Here is a guide on how to create such a report: