August: Reporting Center: Your Purchasing Data, Made Simple

The Order Summary Report is a great place to start when you want a detailed look at purchasing activity across your organization.

You can customize your report using:

• Date Range: Choose the specific timeframe you want to review.
• Order Type: Filter by Quotes, Sales Orders, or Purchase Orders. For most purchasing activity, we recommend selecting Sales Orders.
• Order Status: Narrow your results by Pending, Approved, Closed, Synced, Deleted, and other statuses. If you’re reviewing completed purchases and spend, Closed orders will give you the most relevant results.
• Location: Review activity for a specific location or leave it blank to review activity across your organization.
• Include Item Details: Select this option if you want to see each individual item purchased within an order. We recommend including item details when you want deeper insight into exactly what your team is buying.

When Should I Use the Order Summary Report?

Use this report when you want to answer questions like: What did we order last month? Which products are our locations purchasing? What did a specific location buy?

For the most detailed view of your actual purchasing activity, try running the report using Sales Orders + Closed Orders + Include Item Details. From there, adjust your date range and locations based on what you want to review.

Export, Share, or Schedule Your Report

Once your Order Summary is generated, you can download it as an .xlsx file to review, save, or work with outside of SupplyStream.

Need to share the report with someone else? The Order Summary Report also gives you the option to send the report directly via email.

For reports you need regularly, you can also schedule them to be generated and sent automatically on a daily, weekly, or monthly basis, helping you stay on top of purchasing activity without having to manually run the same report each time.

If you’re looking for a high-level overview of purchasing activity without needing to see every individual item ordered, the Sales Order History Report is a great option.

You can filter by:

• Date Range: Select the timeframe you want to review.
• Subcompany (Location): Narrow your results to a specific location.
• Order Status: Choose the order status you want included in your results.

Unlike the Order Summary Report, Sales Order History does not break purchases down by individual line item or show which products were purchased. Instead, it provides the total amount for each sales order, making it an easy way to review overall order activity and spend.

When Should I Use the Sales Order History Report?

Use this report when you want to quickly answer questions like: How many sales orders did we place? What was the total amount of an order? How much purchasing activity did a location have during a specific period?

If you need to know what was actually purchased, use the Order Summary Report with Include Item Details selected instead.

Think of it this way: use Sales Order History for the big picture and Order Summary when you need to dig into the details.

Once generated, you can export and download your Sales Order History as an .xlsx file, making it easy to save, analyze, or share your purchasing data outside of SupplyStream.

The Top Products (Customer) Report gives you a quick look at the products your organization purchases most frequently. It’s an easy way to identify commonly ordered supplies and better understand purchasing patterns across your locations.

You can customize the report using:

• Date Range: Select the timeframe you want to analyze.
• Location: Review top products for a specific location or look at purchasing trends across your organization.

When Should I Use the Top Products Report?

Use this report when you want to answer questions like: What products are we purchasing most often? What supplies does a specific location order the most? Have our most frequently purchased products changed over time?

You can also put this information to work. If your team consistently purchases the same supplies, consider adding those products to a Supply List to make them easier to find and reorder in the future.

Need to take a closer look at the data? You can export and download your Top Products Report as an .xlsx file for additional review or analysis.

Some purchasing information is worth reviewing regularly. Instead of returning to the Reporting Center and manually generating the same report every time, SupplyStream 2.0 allows you to schedule reports to be generated and sent automatically.

Choose the frequency that works best for you:

• Daily
• Weekly
• Monthly

Scheduled reports can help you build purchasing visibility into your regular routine, whether you’re monitoring activity across locations, reviewing spend, or keeping an eye on ordering trends.