Viewing Reports_Procurement
- Former user (Deleted)
- Shilpa K (Deactivated)
- Enterprise IT
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SummitAI Procurement
Concepts
Procurement Team
Administrator
Application Settings
Configuring Application Settings
Approval Matrix
Configuring Evaluation Questions
Currency Master
Enforcing Status
Feedback Configuration
Configuring Feedback Questions
Goods or Service Category
Configuring Goods or Service Category
Master Configuration
PO Template
Creating Purchase Order Template
Procurement Instance
Configuring Address for Tenant
Configuring Prefix Code for Tenant
Reports
There are various reports that can be generated, viewed, and used for analysis by the Analysts, Managers, and Administrators of the Procurement module.
List of SummitAI Procurement Management Reports
To view Reports:
- Click the Reports menu and select Procurement. The following page is displayed.
Figure: REPORT page - All the reports for Procurement are listed in the REPORTS section of the page. Click on the side arrows to scroll through the list of reports. Click icon to hide the REPORTS section of the page. To search for a specific report in the report list, type in the name of the report in the search bar and click the Search icon or you can also select a report from the REPORTS drop-down list.
- Select the report you want to view. The page is populated with the data in the graphical or tabular form. In many of the reports, there are hyperlinks that you can click to further drill-down the report.
Note:
You can create Advanced Reports and New Dashboards. For more information, see SUMMITAI General (see: Creating New Reports and Creating New Dashboards).
Confluence Cloud Migration Alert: Please refer to known issues you may encounter in Confluence Cloud: https://eitdocs.atlassian.net/wiki/x/wDGwAQ