Total Spend by Product Report
This report gives you a summary view of all products purchased within the selected date range. This report defaults to Year-to-Date (YTD). The report will display largest dollar value with percent of spend at the top of the report descending.
Customize Options
Once you access the report there is a default of displaying all of your Total Spend by Product 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.