Purchase: Reporting

Purpose

The purpose of this documentation is to review the features and data-views offered by the Purchase report view in Odoo's Purchase app.

Process

To begin, navigate to the Purchase app.


Once there, go to REPORTING > PURCHASE.

Filters

When you first open this Reporting page, your default view will be purchase orders that have been confirmed within the last 30 days. You can clear these filters by clicking the  next to each.

 

Report Views

Nested under the search bar are options to tailor your view. If you don't see these options, click the  looking glass to the right of the filter to expand it.

Filter Options

To the left of this section, you'll see three filter menus that will assist in creating tailored report views.


Under the  Filters dropdown, there are two preset filters for this report: Request for Quotation and Purchase Orders. Use these options to narrow down your data.

Use the  Time Ranges dropdown to configure your report to show data from a specific date span.

Use the  Favorites dropdown to save and access custom recordsets you'll use often. 

View Options

To the right of this section, you'll see three icons that refer to the data view.


The  Dashboard view is your default view and will give a full-scope view of the data you've selected. The first section can be further configured to display your data in several different ways:


  • Measures: Modify the data included in your recordset. The selected measures for the report shown above are displayed at the bottom of the chart (Total Purchased, UntaxedTotal, Orders, Average Order).

  •  Group By: Select how your data will be grouped.

  •  Bar Chart: Can be further modified using the  Stacked feature.

  •  Line Chart

  •  Pie Chart

The second section of the report is presented as a Pivot Table and can also be configured to your needs.


  • Measures: Modify the data included in your recordset.

  •  Flip Axis: Switch the positions of your X and Y axes.

  •  Expand: Expands data that is expandable.

  •  Download xls: Allows you to download the data in your pivot table to an xls spreadsheet format.

Good to Know

Odoo makes customizing pivot tables so easy. Within any pivot table, use the  and  icons on the table, itself, to add or remove specific data. Be sure to save your report for later use.