Monthly Purchase Totals

Monthly Purchase Totals

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:
  1. Corporate Level users will see Product Approval Requests for all locations within the corporate group by default.
    1. Practice Level users will see Product Approval Requests from your specific practice.
  2. Date Range
  3. Search field utilizing SKU, Desc., etc.
  4. Select from drop-down filters to limit results
  5. Once you have utilized filter options click Build Report
  6. Download options include PDF or Excel.

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