Monthly Purchase Totals Report
This report will give you Monthly totals purchased by vendor for each month, sub-grouped by practice if you are running this report from your corporate level. The default date range on this report is the current monthly, select a date range to see multiple months spend.
Customize Options
Once you access the report there is a default of displaying all of your Monthly Spend by Vendor but you can customize/refine your filter to a specific order by:
Filter options:
- Corporate Level users will see Product Approval Requests for all locations within the corporate group by default.
- Practice Level users will see Product Approval Requests from your specific practice.
- Date Range
- Search field utilizing SKU, Desc., etc.
- Select from drop-down filters to limit results
- Once you have utilized filter options click Build Report
- Download options include PDF or Excel.