How to Generate a Vendor Analysis Report

The Vendor Analysis Report displays the vendor's Invoices To Date, Payments To Date, Orders To Date and Commitments Outstanding for the selected years.

Use the following steps to generate a Vendor Analysis Report:

1. Click on the Business tab, click Vendor, and select Vendor Reports.

2. Click on the Select a Report Option drop-down menu and select Analysis Report.

3. If applicable, in the Search by section, select the Vendor Name (selected by default) or Vendor Number radio button.

4. If applicable, enter the vendor name or vendor number in the Starting At and/or Ending At or click on the Search icon to search for a Vendor.

Note: Refer to How to use Vendor Search for more information on how to use this feature.

If the same vendor is used for the Starting At and Ending At fields, the Exact Match Only selection box will automatically be selected.

5. If applicable, click on the Type Code drop-down menu to select an option.

6. If applicable, select any of the following selection boxes: Include Vendor Address (selected by default), Include Deactivated Vendors and/or Deactivated Vendor Only.

7. If applicable, remove the Include Years field from the year(s) that should not be included in the report.

The year the user is logged in and two previous years are available for reporting and are selected by default. At least one year must be selected or the report will not return any records.

8. If applicable, in the Refine Dollar Amount section, click on the To Date Invoices, To Date Payments, To Date Orders and/or Outstanding Commitments drop-down menu to select either Greater Than, Equal to or Less Than and enter the amount in dollar amount field.

9. Click on the Generate Report button, or click on the Clear All button to remove all input information and reset the fields to their default values.

10. To download the report in an Excel, PDF or Word file format, select the corresponding option and click the Export button.

Note: All exported file types have the Save (Download) or Print options.

11. Click on the Back button to return to the Vendor Reports screen.