PR Analysis Report

 SummitAI Procurement

Report Description

The PR Analysis Report displays the Cost Center, PR count, PR group etc. for the selected filter criteria. Specify the filter criteria to view the records on the PR Analysis Report. For more information about the fields on the Filters, See the below Screen Shot. For more information about viewing reports, see Viewing Reports_Procurement.

Field

Description

Instance

Select the Instance for which you want to view the PR Analysis Report.

Cost Center

Select the Cost center for which you want to view the PR Analysis Report.

PR Type

Select the PR Type for which you want to view the PR Analysis Report.

PR Budget Type

Select the PR Budget Type for which you want to view the PR Analysis Report.

PR Month

Select the PR Month for which you want to view the PR Analysis Report.

PR Year

Select the PR Year for which you want to view the PR Analysis Report.


PR Analysis Report page
Figure: PR Analysis Report page 

The following table describes the fields and icons displayed on the PR Analysis Report page.

Field

Description

Click the icon to save the report.

Click the icon to print the report.

Click the icon to export the report to a Microsoft Excel Sheet. Click the drop-down arrow, and then click the appropriate option to export the report in Microsoft Word, CSV and XML formats

Click the icon to e-mail the report.

Click the drop-down arrow to set the number of records that you want to view on one page.

Click the icon to modify the report in the report designer. You can add fields, modify field values, add filter values, and so on. For more information about modifying the report, see Creating New Reports_Gen.

Refresh Every

Select the appropriate duration from the drop-down list. The report is refreshed automatically after the selected duration.

UPDATE RESULTS

Click the button to update the report.

FIELDS tab

Mutliple-Selection List Box

Select or remove the fields in the Mutliple-Selection List Box to display the report as per your requirement.

Click the button to move the selected fields in upward direction.

Click the button to move the selected fields in downward direction.

Click the button to view and modify the properties of the selected fields.

UPDATE RESULTS

Click the button to update the report after adding, removing or reordering the selected fields.

Note:

You can customize the fields using the various options in the tool bar. For more information see Dashboard Procurement.