Purchase History Report

Purchase History Report

Purchase History Report

​This report is more of an itemized view of your purchases. The default display is for the current month listing every order and all lines associated with each order listing Order date, Received date. Utilizing the search field a common search is by vendor SKU to verify price consistency over a selected date range. 

Customize Options

Once you access the report there is a default of displaying all of your Purchase History 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.