Purchases Analytics
The Purchases analytics provides insights into your organization’s purchase details, showing the items purchased and the vendors involved. It helps you understand spending patterns, manage purchases more effectively, and evaluate purchasing performance over time."
Note: Users in custom roles can perform actions and access modules only based on the permissions enabled for them.
To view the Purchases analytics:
- Go to Analytics on the left sidebar.
- Click Purchases under Analytics Category.
Purchases by Item
The Purchases by Item report provides an item-wise summary of your purchase transactions for a selected period, helping you review how much you’ve spent on each item and analyze purchasing patterns at the item level.
Scenario: Brandon, the Finance Manager at Zylker, is reviewing quarterly procurement data to understand which items contribute most to the company’s purchase spend. Instead of analyzing individual bills, he generates the Purchases by Item report for the quarter. The report shows the total purchase value for each item, enabling him to identify high-cost items, review buying patterns, and share an item-wise purchase summary with management.
Purchase Request Details
The Purchase Request Details report lists all purchase requests created during a selected period along with their associated details.
Scenario: Brandon, the Finance Manager at Zylker, wants to view all purchase requests created in the last quarter along with their associated details. Instead of opening each purchase request individually, he generates the Purchase Request Details report. The report displays each request with its key information, allowing him to review purchase request data collectively.
Purchase Request Item Details
The Purchase Request Item Details report lists the items for which purchase requests were created during a selected period and displays item-level information for each purchase request.
Scenario: Brandon, the Finance Manager at Zylker, wants to view the items requested across all purchase requests raised in the last quarter. Instead of opening each purchase request individually, he generates the Purchase Request Item Details report. The report displays the items from each request along with their associated details, allowing him to review purchase request items collectively.
Purchase Request Approval Time
The Purchase Request Approval Time report provides 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.
Scenario: Brandon, the Finance Manager at Zylker, wants to review how long purchase requests took to get approved in the last quarter. Instead of checking individual requests, he generates the Purchase Request Approval Time report. The report displays approval duration for each purchase request, allowing him to view approval timelines across purchase requests in one place.