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      How to Analyze a Purchase Order and Invoice Item Reports

      An Item Report in Precoro contains all raw data. With this data in one spreadsheet, you can do any calculations, and create infographics, comps, or any other type of report.

      TABLE OF CONTENTS

      How to Calculate Spends by the Needed Variable


      In Precoro, you can calculate your company’s spending by Supplier, Department, Project, Issuer, Budget, or Location / Shipping Address. 

      1. Filter and export the Item Report for Purchase Orders or Invoices.
      2. Copy the data into a Google spreadsheet.
      3. Create a pivot table.
        • Select a Supplier for the Rows
        • Tick the Show Totals checkbox and Net Total for the Values.

      How to Create a Payment Calendar

      1. Filter and export the Item Report for Purchase Orders or Invoices.

      2. Copy the data into a Google spreadsheet.

      3. Create a pivot table:

        • Select a Supplier for the Rows

        • Tick the Show totals checkbox, the Due date for the Columns, and Net Total for the Values.