Procurement Partners offers numerous options for reporting to allow you to capture the necessary analytical data to be successful with your purchasing and invoicing processes. This document will provide details on these reports and the types of data that can be accessed.

NOTE: Not all users will have access to all available reports within Procurement Partners. If you feel you should have access to a specific report detailed in this document, please check with your leadership team.

There are currently six functional reporting categories that can be accessed in the Reports tab: Items, Purchasing, Budgets, Transactions, GL Spend and Admin. Each reporting category contains one or more subcategory reports that can be selected.

After selecting a subcategory, one or more fields can be defined to custom tailor your report. These selections will typically include a date or date range, location, vendor, and/or other selections to help narrow down the reported data.

When you run a report, you can view the data in your web browser. You can also download a copy of the report using the Save icon that will appear at the top of your report.

Items

Item reports give you the ability to report on specific items and the associated attributes within online vendor catalogs in the Procurement Partners system.

Item Attributes – shows all items that fall within the chosen criteria and the attributes associated with those items.
- Ex: all Formulary items for today from Vendor A.
Item Attribute Changes – shows any changes made to the attributes of particular items within the chosen date ranges.
- Ex: all items that changed to/from Formulary from Vendor A in the past month.

Purchasing

Purchasing reports allow you to view details about specific purchases and how often those products are purchased through Procurement Partners.

Purchasing – shows specific items that have been purchased based on the chosen criteria.
Off Formulary Purchases – shows items that were purchased that are outside of the formulary for your specific catalog (if one is set up).
Purchase Order – shows only PO information and can be used for determining compliance of on-system vs. off-system purchases.

Budgets

Budget reports allow you to look at details of your budget spend, including how much has been spent during your budget period and how much you have remaining. This report will only display results if your organization is making use of the Budgets feature within Procurement Partners.

GL Budget Summary – returns details for the selected criteria within the chosen budget period.

Transactions

Transaction reports allow you to find details about the invoices in the Procurement Partners system.

Invoice Alerts – shows all invoices that have violated a business rule that has been set up on the alerts sub-tabs within the vendor records and gives the option to filter on specific business rules.
Invoices Not Processed – displays all invoices not yet AP Sent on a line level for detailed accrual reporting.
Invoices – displays all invoices within a time period; can be filtered by location, vendor and status.
Non Invoiced PO – displays all purchase orders that have not been invoiced based on PO age.
Invoice Holds – displays all invoices currently on hold.
Invoice Statuses – displays invoices based on current selected status.

GL Spend

GL Spend reports allow you to see various details regarding the spend on a GL code by GL code basis, allowing for selection of date ranges to see the GL spend for specific periods of time.

Changed GL – displays all items that had their GL code changed within the specified parameters.
GL Spend Summary – displays a summary of the spend on GL codes.
GL Spend Item Detail – displays a summary of the spend on GL codes broken down to item level.
GL Spend Invoice Detail – displays a summary of the spend on GL codes based on invoice details.
Spend Detail – displays invoice details including notes entered by the user.
Spend Detail Allocation – displays invoice details including any allocation information added to items.
GL Item Detail ApSent – displays a summary of the spend on GL codes broken down to item level including AP Sent dates on items.

Admin

Admin reports include some specialized reports that allow you to gather specific data from the system including user and job information, location details and other helpful, advanced details.

Locations – displays a list of all locations to which the user has access with their facility codes.
Users – displays a list of all users based on location and whether the account is active or not.
Approvers – displays a list of all users that are designated approvers for orders, invoices or both.
Job Titles – displays a list of all jobs along with how many users are assigned to each job and basic details about each of those jobs and their associated privileges.
Invoice Hold – displays all invoices currently on hold, allowing you to also enter a date range.
Pricing Difference – highlights discrepancies between the guaranteed price of orders and the invoiced price on the associated invoice.
Missing Order – displays orders that have not been placed within a specific criteria range, typically a number of days; for assistance with configuring this report, please contact your Account Manager.
Missing Invoice – displays invoices that have not been received within a specific criteria range, typically a number of days; for assistance with configuring this report, please contact your Account Manager.
GL Groups – displays all GL groups in the system and the GL codes contained within each.
Vendors – displays vendor data by facility including any contract information, if available.