Sub-Category

Sub-Category

Sub-Category Report

This is a great report to evaluate before or with your sales rep., management team, etc. Category-SubCategory combinations show you not only dollars spent and what percentage that category/sub-category represents, in addition we list the number of manufacturers with products within each grouping. This is an important piece of information to discuss with your sales representative as this is where you can take advantage of volume and consolidate products to one manufacturer to obtain greater volume discounts.

Customize Options

Once you access the report there is a default of displaying all of your spend by Sub-Category but you can customize/refine your filter to a specific order by:

Filter options:
  1. If you are at a Corporate Level then you will be able to see the report for all practice locations within the corporation by default.
    1. If you are at a Practice Level then the default display is all data 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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