Summary Report

The Summary shows a list of Purchase Orders. The report shows:

• PO Number
• Vendor
• The date the PO was created
• The date when the Purchase Order was submitted
• The date when the PO was marked Received in Full
• The Total value of the PO

When you first click on the Summary Report you are presented with several Summary and Filter options to fine-tune the report. Make your selections, as described below, and press the green Run Report button to generate the report. The red Cancel button closes the pop-over window and returns you to the Reports list.

Once the report has been generated, you can click the Options button to modify your Summary and Filter settings.

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Summarize and Filter

• Summarize By Vendor: check this box to group the purchase orders on the report by the vendor.
• Filter From PO Date: the report will display purchase orders created after this date.
• Filter To PO Date: POs displayed occurred prior to this date.
• Filter Vendor: displays transactions for one particular vendor.
• Filter PO Submitted: only displays POs that have been marked Submitted (sent to the vendor).
• Filter PO Received in Full: only displays line items where the entire PO was fully received.

Buttons

• View PDF: the filtered report will be created as a PDF and opened with the default PDF viewing application on the computer.
• Print: the filtered report will be sent to the printer, opening the computer’s print dialogue for printer settings.
• Save: the generated PDF will be available to save to your computer, opening the computer’s Save window.
• Email: the PDF report is attached to your default email program so that you can send it to the recipient of your choice.
• Close and Update: the on-screen report will be updated based on the modified summary and filter settings.

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Export

Exporting the expense report into a spreadsheet program is simple, using the instructions available here: Dashboard > Exporting.

Here is a list of export field names along with their field name on the Expense Entry. (e.g., field_Name – field description on the PO)

• c_po_report_sort_field_1 – a system sort field that is not helpful when exporting to Excel
• c_po_report_sort_field_2 – another system sort field – won’t be helpful
• c_submitted_Date – the date the Purchase Order was marked submitted in iPoint
• creation_Date – the date someone created the PO
• flag_Received_All – if the PO has been marked Received In Full, this column will display a “1.”
• flag_Submitted – if the purchase order was flagged as Submitted, this column would display a “1.”
• id_Serial – the purchase order number
• received_All_Date – the date when every line item on the PO was marked as received
• received_Expected_Date – the Expected Receive date defined on the purchase order
• total_Grand_Stored – the total of all PO line items
• vendor_Name – the name of the vendor where the PO was submitted
• Globals::PO_Summary_Report_Filter_Dates – this is a system sort field that is not worth exporting
  

Note: any field that starts with an s_ is a summary field and is not helpful when exporting to Excel.

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