---
title: Open Purchase Order Report
description: Learn how to track partially received and paid purchase orders with the Open Purchase Order Report for accurate expense tracking.
---

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# Open Purchase Order Report

## Learn how to use the Open Purchase Order Report to monitor all not fully received or paid orders for better financial obligation management and accurate expense tracking.

#### TABLE OF CONTENTS

- [Key Features of the Report](https://help.precoro.com/open-purchase-order-report#key-features)
- [How to Create a Default Open PO Report](https://help.precoro.com/open-purchase-order-report#default-report)
- [How to Create a Custom Open PO Report](https://help.precoro.com/open-purchase-order-report#custom-report)
- [Calculation Columns Overview](https://help.precoro.com/open-purchase-order-report#calculation-columns)

### Key Features of the Report

The report helps you to:

- Identify incomplete orders
- Understand outstanding amounts
- Improve financial flow control
- Streamline month-end/quarter-end processes

The report includes **all PO types**, including Standard, Blanket, and Custom POs in the **Approved, In Revision, Pending, and Matching** statuses.

All calculations can be displayed in both document and company currency.

### How to Create a Default Open PO Report

Follow these steps to generate a default Open PO Report:

1. Navigate to the **Reports** module → select **Open Purchase Orders** in the Reports By Precoro section.
2. Select your preferred data display: 
     - **By Document’s Total** (set by default)**:** Shows the total amount for each PO, similar to the Purchase Order Export by Document report.
     - **By Items:** Breaks down amounts for each item in the PO, similar to the Purchase Order Export by Item report.
3. Choose the preferred **Report Currency**: Document/Item currency (depending on the chosen data display), Company currency, or both.
4. Set the needed filters. At least one date range should be selected to run a report.
5. Click the **Run Report** button to complete the process.
6. Next, you can save or share the generated report. Learn more about exporting and sharing reports [here](https://help.precoro.com/how-to-export-and-share-reports?hsLang=en).

Refer to the [Report Export to Google Sheets Based on Schedule](https://help.precoro.com/report-export-to-google-sheets-based-on-schedule?hsLang=en) guide to save filters and schedule the reports if you have a Google account connected to Precoro.

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### How to Create a Custom Open PO Report

To create a custom Open Purchase Order (PO) report:

1. Navigate to the **Reports** module → click the **Create a Custom Report** button.
2. Configure the report settings: 
     1. **Name** the report
     2. Select **Purchase Order** as the document type
     3. Set the preferred **Report Access Type**
3. Select the columns you wish to include in the report.
4. Click the **Save and create** button**.**

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To generate the created report:

1. Locate the custom report in the **Custom Reports** section.
2. Apply the necessary filters for your data. At least one date range should be selected to run a report.
3. Click the **Run Report** button to complete the process.
4. Click the **Export** button to download and save the report in XLSX format.

Refer to the [Report Export to Google Sheets Based on Schedule](https://help.precoro.com/report-export-to-google-sheets-based-on-schedule?hsLang=en) guide to save filters and schedule the reports.

### Calculation Columns Overview

The following calculation columns provide detailed insights into your purchase orders:

| **Purchase Order Total** | The overall amount of the order. |
| --- | --- |
| **Total Invoiced** | All invoices with Pending, In Revision, Approved, Closed, Paid, and Partly Paid statuses. |
| **Total Uninvoiced** | The difference between the Purchase Order Total and Total Invoiced. Represents the remaining amount for which an invoice is yet to be issued. |
| **Total Received** | The total monetary value of items received. It is always displayed as a Net amount. |
| **Total Waiting** | The difference between the Purchase Order Net Total and Total Received. Indicates the remaining amount awaiting receipt of goods or services. |
| **Total Received Not Invoiced** | The difference between Total Received and Net Total Invoiced. A negative value means fewer items were received than invoiced. This column reflects the Net amount and helps assess whether received quantities align with invoiced quantities. |
| **Paid** | The total payments made against the PO and associated invoices, including payments via credit notes. |
| **To Pay** | The difference between the Purchase Order Gross Total and the Paid amount in the document currency. |

**💡Please note:** The distinction between **Gross** and **Net** columns depends on whether your company applies [taxes](https://help.precoro.com/how-to-set-up-tax-rates?hsLang=en).

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