Purchase Reporting
The Purchase Reporting section in DreamzFSM provides a range of reports that give you full visibility into your purchasing activity. From open and approved purchase requests to RFQs, purchase orders, and inventory transactions, these reports help you track procurement status, monitor spending, and manage purchasing workflows more effectively.
- View all purchase requests and their current statuses
- Track purchase orders including amounts, quantities, and statuses
- Access RFQ, inventory, and price book transaction reports
- Search within reports and export data to Excel
Overview
Purchase reports are accessible from the Reporting section in the left-hand navigation menu. The reports cover the full procurement cycle — from initial purchase requests through to orders placed and inventory received. Each report includes a search function and can be exported to Excel, making it easy to analyse purchasing data and share it with relevant stakeholders.
Video Tutorial
How to Access Purchase Reports
Step 1 – Navigate to Reporting
From the left-hand menu, click on Reporting. You will be taken to the reporting page.
Step 2 – Locate the Purchase Section
On the reporting page, find the Purchase section. The following reports are available:
- Open Purchase Requests – Displays all purchase requests that are currently open and awaiting action.
- All Purchase Requests – Shows all purchase requests in the system, including their statuses such as approved, closed, or created.
- Quotations Received / RFQs – Lists all quotations received or requests for quotation that have been issued.
- Purchase Orders – Displays all purchase orders created, including details such as amount, total quantity, and current status.
- Price Book Received into Inventory – Shows items from the price book that have been received into inventory.
- Inventory Purchase Transactions – Provides a detailed view of all purchase-related inventory transactions.
Step 3 – Open and Review a Report
Click on any report to open it. For example, opening the Purchase Request Report will display all purchase requests along with their current statuses — approved, closed, or in created status. Opening the Purchase Order Report shows the orders placed, with details such as amount, quantity, and order status.
Step 4 – Search and Export
Use the search option within each report to find specific records quickly. Each report can also be exported to Excel for further analysis or sharing.
Tips for Using Purchase Reports
- Use the Open Purchase Requests report regularly to ensure no purchase requests are left unactioned or pending approval for too long.
- Use the Purchase Order Report to track outstanding orders and follow up with suppliers on deliveries that may be delayed.
- Use the Inventory Purchase Transactions report during stock reconciliation to verify all purchase-related inventory movements.
- Export reports to Excel to consolidate purchasing data for budget reviews or to share with procurement or finance teams.
Frequently Asked Questions
What statuses can I see in the Purchase Request report?
The Purchase Request report displays requests with statuses such as approved, closed, and created, giving you a full view of where each request stands in the approval process.
What details does the Purchase Order report show?
The Purchase Order report displays all purchase orders created in the system, including the amount, total quantity, and current status of each order.
Can I export purchase reports to Excel?
Yes. Each purchase report includes a search option and can be exported to Excel for further analysis.