Managing Reports

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Overview

 

The Reports page shows you which reports you have already scheduled to be produced and which types of report are available for either immediate or scheduled production. Reports already scheduled and available report types are presented in the form of a tree-structured folder list. As you click on reports or report types in the tree, further details and possible actions are displayed in the adjoining panel.

 

Reports are available from the system by:

 

Do-it Selecting Reports_option from the Document Explorer options. 

 

Reports are grouped into sections as shown below:

 

Reports_view2

 

The Scheduled Reports options lists all reports that you have set to run at a scheduled time frame.

 

Within the Report Types option there are two further options:

 

Standard reports are provided as part of the Supplier Portal. Currently there are seventeen standard reports but only the reports relevant to the document types you receive and create will be displayed. The reports are:-

 

Bullet Request For Quote List For A Period

 

Bullet Request For Quote List For a Date Range

 

Bullet Quote List For A Period

 

Bullet Quote List For A Date Range

 

Bullet Order List For A Period

 

Bullet Order List For A Date Range

 

Bullet Invoice List For A Period

 

Bullet Invoice List For A Date Range

 

Bullet Self Bill Invoice List For A Period

 

Bullet Self Bill Invoice List For A Date Range

 

Bullet Credit Note List For A Period

 

Bullet Credit Note List For A Date Range

 

Bullet Self Bill Credit Note List For A Period

 

Bullet Self Bill Credit Note List For A Date Range

 

Bullet Terms and Conditions

 

Bullet Document Summary For A Period

 

Bullet Document Summary For A Date Range

 

Premium reports are optional value added reports that can be specifically designed for you. Contact your ProcServe Account Manager for further details on creating Premium reports