The spend analysis report allows you combine purchases within a given date range, it then displays this data per site, supplier, month, category and product giving you a deep insight to your purchase history. This report can be manipulated to run by a specific supplier or suppliers, these exact steps are below.
📌 Note: This report considers all orders, excluding credits and returns, in any status other than cancelled created between the start and end dates inclusively. Where the invoice is outstanding the delivery or purchase order data will be used instead. Custom products are not included in the report. All values quoted are exclusive of tax and delivery or discounts, unless applied as a product.
Click Admin Cogs along the top bar.
Click Suppliers, then click Spend Analysis.
Click Filter Supplier Group, then click Specify Suppliers.
Click 0 Specified Suppliers, then use the check boxes to select the suppliers you wish to include, then click Continue.
Select and set the following:
Purchaser site.
Start date.
End date.
Click Display Report to view on screen, or click Export CSV to generate an excel file.