How can I get a report of all POs?
To generate reports including all POs, you can:
A. Download a “POs only” report:
- Head over to the Purchase tab.
- Go to the POs subtab.
- Use the search bar to narrow down the results to the specific POs you’re seeking.
- Apply any other filters such as date ranges, amounts and vendors, as well as by PO or Order status and owner.
- Click the Export All ⬇ button.
B. Alternatively, you can download a general Company Requests report (which will include Requests as well as POs):
- Head over to the Reports tab.
- Go to the Company Requests subtab.
- Use the search bar to narrow down the results to the specific Requests you’re seeking, and apply any other filters such as date ranges, amounts and vendors.
- Click the Export All ⬇ button.
- Once downloaded, locate the POs subtab in the spreadsheet and filter accordingly.
Please note that to access the “Company Requests” reports, your user will need the permissions "Visualize all company activity and reports” and "Generate POs for own and/or any user's requests". If you don't have these permissions, reach out to a teammate within your company who has Admin permissions to grant you access.
