Generating supplier reports

1.

Click Reports.

2.

Click Active Reports.

3.

Expand Standard.

4.

Do one of the following:

• Expand Items and click Items - Supplier List.

• Expand Sales | Top Sales and click Sales - Top Suppliers Report.

5.

Build filters to control what data is included in the report:

• Field: Select the type of data you want to filter on, e.g., Date Sold.

• Operator: Select a filter operator, e.g., BETWEEN.

• Value: Select an appropriate value, e.g., December 1, 2021 and December 31, 2021.

Note: The values change depending on the Field you select.

• AND: Select AND if you only want to the report to contain data where both filters are true.

• OR: Select OR if want the report to contain data where either of the filters are true.

6.

Click Add to add each filter to the report query.

7.

Click OK. The report displays.

8.

Do the following as required:

• Click Export to Excel to export the report to Excel;

• Click Export to PDF to export the report to PDF; or

• Click Print to print the report.