Purchase detail report

The purchase detail report allows you to view your purchase orders split into separate order rows, giving you a more granular look at your purchase orders. Every row on the purchase detail report corresponds to a row on a purchase order.

Find this report at  Purchases > PO detail report.

The purchase detail report supports configurable columns and can be filtered in a number of different ways.

Navigating the purchase detail report

Filtering the purchase detail report

The purchase detail report has a number of filters which can be used to limit the selection of purchase orders which appear in the report.

If a report has to be run frequently, the filters can be saved as a preset for ease of access. A preset can be selected from a drop-down list on the report, and can also be set as the default preset for that user.

To save a preset, first click Show filter, then apply the filters required for your report.

Then click "Save as new preset" at the bottom of the filter:

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You will be prompted to give the preset a name:

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Once it's been named, click "Filter and save as new preset".

You will then have the option to select the preset at the top of the page:

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Learn more about presets here, and see a description of all the filters available here.

Configurable columns on the purchase detail report

The purchase detail report can be customized using configurable columns.

To use configurable columns on the purchase detail report, click Show filter, then click Configure columns at the bottom of the filter:

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A modal window will appear, listing the columns set to appear in the report along with any additional columns available:

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Use the + and - icons next to the columns to add or remove them from the report.

Check the "Set as default" box to set which columns to automatically display whenever the page is first loaded. (Note this setting is specific to each user.)

Learn more about configurable columns here, and see a description of each field here.

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