Introduction into the Custom Reports
Custom Reports allow you to generate, analyze and export any company's data set based on the type of document used in Precoro:
Note: Custom Reports are available for users with an active "Report" role. Such users can create reports and use saved templates based only on the documents types available for them in Precoro.
The general idea of creating a Custom Report is to get a specifiс downloadable piece of data related to the given document type. The data set, available to include in the report, is organized into the following groups:
- General data
- Supplier data
- Company data
- Items data
General data is available for all types of documents, other - as follows:
|Data/Report||Purchase Requisition||Purchase Order||Invoice||Receipt||Budget||Credit Note||Payment|
General data contains general information about the whole document or related documents (Document #, Status, Dates of Creation/Approval/Delivery, Names of creators, Document Custom Fields, etc.).
Supplier data indicates pieces of information about the supplier side (e.g., Name, Legal Address, Delivery Period, Billing information, Contract Number, etc.)
Company data gives a similar breakdown as supplier data, but regarding your company.
Items data is all about the products, stated in PO, Invoice, Receipt, or Credit Note.
Once you have created a Custom Report, you can save the template and use it when needed.
Thus, you can gather, filter, process, analyze, and use any information about documents in your Precoro account.
How to create a custom report