Prerequisites
Before generating and downloading a custom report, ensure the following:
Access Permissions: Verify that you have the necessary permissions to generate and download reports.
Custom Reports Enabled: If Custom Reports are not enabled, contact your system administrator to enable this feature.
Step-by-Step Instructions
Enable Custom Reports
Ensure that Custom Reports access is permitted.
Access My Reports
Switch to the standard side of ProcureDesk
Go to the left-hand menu and click on "Reports" located under Insights.
Click on "My Reports".
Create a New Report
Select "Generate New Report".
From the dropdown menu, select the type of report you wish to create.
Provide a name and description for your report to distinguish it later.
Select any filters to refine the data included in the report.- As an example, you can filter using "Project Codes" to isolate specific invoices, orders, or other criteria related to your projects.
Choose specific fields to include in the report by moving them to the right-hand side.
Generate the Report
Click "Generate Report" to create the custom report based on your selected criteria.
Review and Download
Review the generated report to ensure it meets your requirements. Then, click "Download" to save it to your device.
Return to Dashboard
To go back to the main dashboard or continue working, click "Back".
Access Saved Reports
In the future, you can access previously generated reports from the "My Reports" section. Choose from existing reports or create new ones as needed.
FAQs
Can I edit a custom report after generating it?
Yes, once generated, custom reports can be edited.
Can I schedule the reports to be sent to me automatically?
What formats are available for downloading reports?
Reports are typically available in Excel Format.
How to Share a Custom Report?
Under Reports > My Reports, click on the share icon on an existing report and select the user/s to share the report with them.
