Reports

Reports give you visibility over your ordering patterns:

• Track what’s being ordered most often

• Monitor spend and budget compliance

• Spot trends and plan future purchases

• Keep an accurate record for accounting or auditing purposes

How to use it

1. Go to Reports
   Open your account and select Reports.

2. Choose a report type
   Depending on your setup, you may see options for:

   • Order summaries

   • Product-level reports

   • Spend by date or category

3. Apply filters
   Narrow the data by date range, product type, location, or other available criteria.

4. Generate the report
   View your results on-screen or download them for further analysis.

5. Export if needed
   Save reports as CSV or PDF files to share with your team or keep for records.