---
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.
---

[Skip to content](https://help.precoro.com/open-purchase-order-report#main-content)

[Contact us](https://help.precoro.com/kb-tickets/new?hsLang=en) [Customer portal](https://help.precoro.com/tickets-view?hsLang=en)

[![Property 1=Default](https://help.precoro.com/hubfs/Property%201=Default.svg)](https://app.precoro.com/login)

Open main navigation

Close main navigation

- [Contact us](https://help.precoro.com/kb-tickets/new)
- [Customer portal](https://help.precoro.com/tickets-view)
- [Contact Us](https://share.hsforms.com/1-5JilMA_Qv6AOSVjFtNhDg14slf)

[Contact Us](https://share.hsforms.com/1-5JilMA_Qv6AOSVjFtNhDg14slf)

 Hi there! How can we help you today?

- There are no suggestions because the search field is empty.

1. [Knowledge Base](https://help.precoro.com/?hsLang=en)
2. [How to use Precoro](https://help.precoro.com/how-to-use-precoro?hsLang=en)
3. [Reports](https://help.precoro.com/how-to-use-precoro?hsLang=en#reports)

# 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.

<iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/184739788890" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="184739788890" data-hsv-style="" data-hsv-width="688" data-hsv-height="308" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

 

### 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**.**

<iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/184748414826" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="184748414826" data-hsv-style="" data-hsv-width="688" data-hsv-height="308" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

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).

- [Precoro Setup](https://help.precoro.com/precoro-setup?hsLang=en#main-content)

    - [Configurations](https://help.precoro.com/precoro-setup?hsLang=en#configurations)
    - [User Management](https://help.precoro.com/precoro-setup?hsLang=en#user-management)
    - [Custom Fields and Forms](https://help.precoro.com/precoro-setup?hsLang=en#custom-fields-and-forms)
    - [Supplier management](https://help.precoro.com/precoro-setup?hsLang=en#supplier-management)
    - [Working with Items](https://help.precoro.com/precoro-setup?hsLang=en#working-with-items)
    - [Approval Workflow](https://help.precoro.com/precoro-setup?hsLang=en#approval-workflow)
    - [Location Management](https://help.precoro.com/precoro-setup?hsLang=en#location-management)
    - [Precoro Payments](https://help.precoro.com/precoro-setup?hsLang=en#precoro-payments)
    - [Two-factor authentication](https://help.precoro.com/precoro-setup?hsLang=en#two-factor-authentication)
    - [Security](https://help.precoro.com/precoro-setup?hsLang=en#security)
    - [US Based Server](https://help.precoro.com/precoro-setup?hsLang=en#us-based-server)
- [How to use Precoro](https://help.precoro.com/how-to-use-precoro?hsLang=en#main-content)

    - [Warehouse Requests](https://help.precoro.com/how-to-use-precoro?hsLang=en#warehouse-requests)
    - [Requests for Proposals](https://help.precoro.com/how-to-use-precoro?hsLang=en#requests-for-proposals)
    - [Purchase Requisitions](https://help.precoro.com/how-to-use-precoro?hsLang=en#purchase-requisitions)
    - [Purchase Orders](https://help.precoro.com/how-to-use-precoro?hsLang=en#purchase-orders)
    - [Service Orders](https://help.precoro.com/how-to-use-precoro?hsLang=en#service-orders)
    - [Receipts](https://help.precoro.com/how-to-use-precoro?hsLang=en#receipts)
    - [Invoices](https://help.precoro.com/how-to-use-precoro?hsLang=en#invoices)
    - [Expenses](https://help.precoro.com/how-to-use-precoro?hsLang=en#expenses)
    - [Budgeting](https://help.precoro.com/how-to-use-precoro?hsLang=en#budgeting)
    - [Inventory](https://help.precoro.com/how-to-use-precoro?hsLang=en#inventory)
    - [Reports](https://help.precoro.com/how-to-use-precoro?hsLang=en#reports)
    - [AP Inbox and Intelligent AP Automation](https://help.precoro.com/how-to-use-precoro?hsLang=en#ap-inbox-and-intelligent-ap-automation)
    - [Working with documents](https://help.precoro.com/how-to-use-precoro?hsLang=en#working-with-documents)
    - [Suppliers Portal](https://help.precoro.com/how-to-use-precoro?hsLang=en#suppliers-portal)
    - [Supplier Registration](https://help.precoro.com/how-to-use-precoro?hsLang=en#supplier-registration)
    - [Attachments, Filters, and Search](https://help.precoro.com/how-to-use-precoro?hsLang=en#attachments-filters-and-search)
    - [Mobile App](https://help.precoro.com/how-to-use-precoro?hsLang=en#mobile-app)
    - [FAQs and Troubleshooting](https://help.precoro.com/how-to-use-precoro?hsLang=en#faqs-and-troubleshooting)
- [Precoro Integrations](https://help.precoro.com/precoro-integrations?hsLang=en#main-content)

    - [QuickBooks Online Integration](https://help.precoro.com/precoro-integrations?hsLang=en#quickbooks-online-integration)
    - [NetSuite Integration](https://help.precoro.com/precoro-integrations?hsLang=en#netsuite-integration)
    - [Xero Integration](https://help.precoro.com/precoro-integrations?hsLang=en#xero-integration)
    - [API Requests and Webhooks](https://help.precoro.com/precoro-integrations?hsLang=en#api-requests-and-webhooks)
    - [SSO Setting](https://help.precoro.com/precoro-integrations?hsLang=en#sso-setting)
    - [Google Integration](https://help.precoro.com/precoro-integrations?hsLang=en#google-integration)
    - [Power BI](https://help.precoro.com/precoro-integrations?hsLang=en#power-bi)
    - [Integration with Slack](https://help.precoro.com/precoro-integrations?hsLang=en#integration-with-slack)
    - [PunchOut Catalogs](https://help.precoro.com/precoro-integrations?hsLang=en#punchout-catalogs)
    - [Integrations via Connectors](https://help.precoro.com/precoro-integrations?hsLang=en#integrations-via-connectors)
    - [Bill.com Integration](https://help.precoro.com/precoro-integrations?hsLang=en#bill-com-integration)
- [Precoro Updates](https://help.precoro.com/precoro-updates?hsLang=en#main-content)

    - [Releases, 2026](https://help.precoro.com/precoro-updates?hsLang=en#releases-2026)
    - [Releases, 2025](https://help.precoro.com/precoro-updates?hsLang=en#releases-2025)
    - [Releases, 2024](https://help.precoro.com/precoro-updates?hsLang=en#releases-2024)
    - [Releases, 2023](https://help.precoro.com/precoro-updates?hsLang=en#releases-2023)
    - [API Updates](https://help.precoro.com/precoro-updates?hsLang=en#api-updates)
    - [General changes](https://help.precoro.com/precoro-updates?hsLang=en#general-changes)

[![Precoro](https://help.precoro.com/hubfs/Precoro.svg "Precoro")](https://precoro.com/)

<https://www.facebook.com/precoro> <https://x.com/PrecoroHQ> <https://www.youtube.com/@precoro> <https://www.linkedin.com/company/precoro>

Copyright © 2026, Precoro

```json
{
  "@context" : "https://schema.org",
  "@type" : "VideoObject",
  "contentUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/Default%20Open%20PO.mp4",
  "dateModified" : "2025-01-10T10:43:53.741Z",
  "duration" : "PT1M4S",
  "height" : 1670,
  "name" : "Default Open PO",
  "thumbnailUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/Default%20Open%20PO.mp4/medium.jpg",
  "uploadDate" : "2025-01-10T10:43:53.736Z",
  "width" : 3728
}
```

```json
{
  "@context" : "https://schema.org",
  "@type" : "VideoObject",
  "contentUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/Custom%20Open%20PO.mp4",
  "dateModified" : "2025-01-10T10:52:13.221Z",
  "duration" : "PT42S",
  "height" : 1670,
  "name" : "Custom Open PO",
  "thumbnailUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/Custom%20Open%20PO.mp4/medium.jpg",
  "uploadDate" : "2025-01-10T10:52:13.215Z",
  "width" : 3728
}
```