Create a Purchase Order Summary Report

A Purchase Order Summary Report provides a snapshot of total Purchase Order Costs incurred throughout a specified date range. This guide will demonstrate how to generate a Purchase Order Summary Report.

1. Navigate to Reports > Purchase Orders > Purchase Order Reports.
2. Below are the available report criteria, make the appropriate selections using the drop down menu for each field
   
   • Date Range
     • Define the time period in which Purchase Orders were generated
   • Warehouse
     • Select the warehouse the purchase orders in the report are associated to
   • Group By
     • Group the report results by Vendor
   • Show Chart
     • Toggle chart data on and off from the report
   • Display Chart By
     • Select whether to display chart by Total Cost or Purchase Order Count
   • Select a Chart
     • Select whether to display the chart as a line chart or bar graph
3.  Select  
   
   The report populates based on selected criteria and is displayed above the report and is now available to be exported:
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   To change any of the report criteria, select