Dashboard Procurement

Owned by Enterprise IT
Last updated: Apr 22, 2024 by Shilpa K (Deactivated)Version comment
5 min read
 SummitAI Procurement
Procurement


Report Description

The Dashboard displays the Procurement reports for PR Status Wise Report, PO Status Wise Report, GRN Status Wise Report, and Invoice Status Wise Report. You can further drill-down the reports to view details about the specific Procurement.

Dashboard Report page
Figure: Dashboard Report page

Field Description

The following table describes the menu options on the Dashboard page:

FieldDescription

Click the icon at the top-left corner of the report to view the menu options available for the Dashboard. 

 See Screen Shot


The following table describes the menu options on the dashboard page:

FieldDescription

Click the icon to collapse the menu options.

Click the icon to set the presentation mode. 

 See Screen Shot

The following table describes the menu options on dashboard presentation page:

FieldDescription
Click the icon at the top-left corner of the report to view the menu options available for the Dashboard presentation page.
Click the icon to collapse the menu bar.
Click the icon to see the presentation in tile mode.
Click the icon to see the presentation in full screen mode.
Click the icon to see the presentation slide show.
Click the icon to repeat the presentation after completion.
Click the icon to specify the delay before next slide.

Click the icon to create a new dashboard.

Click the  icon to refresh the dashboard. You can select the Refresh interval also.

Click the icon to view the filter options on dashboard.

Click the icon to share the dashboard with other users. 

 See Screen Shot

The following table describes the fields on this page:

FieldDescription
Share WithSelect the User from the drop-down list with whom you want to share the Dashboard.
RightsSelect the access right that you want to provide to the selected User.
Add ruleClick the button to add a new User and provide the User with access rights.
CANCELClick the button to cancel the action.
OKClick the button to save the new Users and access right information.

Click the icon to schedule time to send the dashboard to a recipient by e-mail. 

 See Screen Shot

The following table describes the fields on this page:

FieldDescription
DateSelect the Date when you want to send the e-mail.
TimeSelect the Time when you want to send the e-mail.
Time zoneSelect the Time zone that you prefer to send the e-mail.
Repeat typeSelect the frequency of the e-mail alerts.
Send Email asSelect the format of the e-mail.
RecipientsEnter the e-mail ids of the recipients to whom you want to send the e-mail
CANCELClick the button to cancel the action.
OKClick the button to save the Schedule.

Click the icon to print the dashboard. You can print the Dashboard in HTML or PDF format.

Click the icon to save the dashboard in its respective category.

Click the icon to send the dashboard to a recipient by e-mail. You can send the dashboard as a link or as a PDF.

Click the icon to set the background color and background image of the dashboard.

Click the Open dashboard icon to view the existing dashboard reports. 

 See Screen Shot


Figure: Existing Dashboard options pop-up page


 PR Status Wise Report

This report displays the number of Purchase Requests (PRs) for each PR status.


Figure: PR Status Graph

 PO Status Wise Report

This report displays the number of Purchase Orders (PRs) for each PO status.


Figure: PO Status Graph

 GRN Status Wise Report

This report displays the number of Goods Received Notes (GRNs) for each GRN status.


Figure: GRN Status Graph

 Invoice Status Wise Report

This report displays the number of Invoices for each Invoice status.


Figure: Invoice Status Graph