Purchase Requests Analytics Reports
You can get insights into your organization’s purchase requests details and manage purchase requests more effectively.
Notes:
- You can access the Purchase Requests module only if an admin has enabled it for your organization.
- Users in custom roles can perform actions and access modules only based on the permissions enabled for them.
To view the Purchase Requests analytics:
- Go to Reports on the left sidebar.
- Click Purchase Requests.
Purchase Requests Details
Scenario: Patricia works in the procurement team at Zylker Corp and wants to review purchase activity for the last quarter. She opens the Purchase Request Details report to get a consolidated view of all purchase requests created during this period.
Using the report, Patricia can quickly see the purchase request numbers, their current statuses, expected delivery dates, submission dates, total amounts, and the approvers involved. This helps her track pending approvals, identify delayed requests, and understand overall procurement activity for the selected period.
View a complete summary of the purchase requests created during a given period. You can view details such as Purchase Request Number, Status, Expected Date, Submitted On, Amount, and the Approver in this report.
Purchase Request Item Details
Scenario: Patricia works in the procurement team at Zylker Corp and wants to understand what items were most frequently requested over the past month. She opens the Purchase Request Item Details report to review all items included in purchase requests during the selected period.
Using this report, Patricia can view item names, categories, requested quantities, and total amounts for each item, along with the associated purchase request numbers and expected dates. This helps her identify high-demand items, analyze spending by category, and plan future procurement more effectively.
View a complete summary of the items for which purchase requests were created during a given period. You can view details such as Purchase Request Number, Expected Date, Item Name, Category, Quantity, and the Item Total in this report.
Purchase Request Approval Time
Scenario: Patricia manages procurement operations at Zylker Corp and wants to understand how long purchase requests typically take to get approved. She opens the Purchase Request Approval Time report to review approval performance across approvers.
Using this report, Patricia can see each approver’s name, email address, average approval time, and the time intervals in which approvals were completed.
View details of approvers and the time they take to approve purchase requests. This report includes information such as the approver’s name, email address, average approval time, and time intervals. You can also filter the data by specific interval ranges. To do this:
- Go to Reports on the left sidebar.
- Click Purchase Requests.
- Click Purchase Request Approval Time.
- Click the Interval Range dropdown in the right corner.
- Enter how many intervals you want and choose the time span (days or weeks) from the dropdown.
- Click Apply.