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Reports turns your supply and procurement activity into charts and tables you can filter and export. To open it, in the left sidebar, click Reports under Insights. Reports opens on the first report your organization has turned on.
Requesters can’t see Reports. Members, Admins, and Owners can view reports.

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Available reports

Pick a report from the report menu.

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Build a report

1

Choose a report

Select Supply Requests, Purchase Requests, or Purchase Orders.
2

Group the data

Choose how to group results with Display by, and optionally split each group with Segment by.
3

Count or spend (purchase orders)

On the Purchase Orders report, click Count to count orders, or Spend to add up line values. Spend totals add line values as entered, across currencies.
4

Filter

Set a date range and use the filters, such as Status, Requesters, Departments, Inventory Locations, Inventory Categories, or Suppliers. Click Reset to clear everything.
5

Export

Below the table, click CSV to download the data, or PDF for a printable report.
Each report includes ready-made views, such as Monthly Volume, Department Demand, and Item Popularity for supply requests, or Supplier Activity and Spend by Account for purchase orders. Pick one to load its settings.

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Stock activity

For stock movement by item, use the Reports tab on the Inventory page. Choose a Period, Location, and Category, then click Export CSV. See Inventory overview.