Last updated: 2023-04-06

Source: https://support.freshservice.com/support/solutions/articles/50000003745-overview-of-curated-purchase-reports-in-freshservice

Managing your IT costs start right from streamlining your procurement processes and managing the costs involved. With purchase order reports, derive insights about current asset utilization,  order fulfillment statuses, onboarding the received items, and purchase details to optimize costs and to improve process efficiency.

Curated Purchase Order Report

Freshservice offers an out-of-the-box purchase report for you to stay on top of your purchase orders and their metrics. To access this report:

  • Navigate to the Analytics Module.
  • Filter and view the Curated Reports. Open the Purchase Overview report.
  • The following widgets are available in the curated report:
  • Total Purchase Grouped by
    vendorStatusOrdered dateExpected delivery date
    Received dateApproval StatusTotal CostDepartment
  • Supported Metrics are:
  • - Total number of purchases

    - Percentage of purchases

  • Supported Filters
  • PO NameOrdered dateReceived dateShipping costDepartment
    PO NumberApproved dateApproval statusTotal costLocation
    Expected delivery dateRejected datePurchase Order statusItem nameAssociated asset count
    Created dateCanceled dateVendorItem descriptionAssociated ticket count

    Note: In addition to the above filters, all custom fields are also supported for filtering.