Vendor costs report

Create Vendor Costs Reports

1. Navigate to Purchase app → Reporting → Purchase to open the Purchase Analysis Dashboard.
2. By default, this shows a line chart of the Untaxed Total of Purchase Orders (POs) for the current month.
3. To switch to pivot view, click the pivot icon on the top-right of the dashboard.

Add Filters and Groups

1. Remove any existing filters from the Search
2. Click the filter dropdown icon to reveal:
   1. Filters
   2. Group By
   3. Favorites

Filters:

• Choose between Requests for Quotation or Purchase Orders.
• Select a date field (Order Date or Confirmation Date), then specify a time range (month, quarter, year).

Group By:

• First, select Vendor.
• Optionally, add Product for deeper insight.
• You may also group by Product Category, Status, or Purchase Representative.
• Ensure the Vendor is selected first to generate the correct report.

Comparison:

• Only available after setting a date filter.
• Choose between:
  • Previous Period
  • Previous Year
• Only one comparison can be selected at a time.