The Spending Report can be run by Vendor, Product Category, or T&E Category. For example, a report can be run on the total amount spent by vendor. The percent of total spend for each vendor is displayed. You can click on a vendor name to see the categories associated with the expenses for that vendor.
Step 1: Go to Reporting tab.
Step 2: In the Spending Reports section, click Spending.
Step 3: First, choose the Report Type by picking Vendor, Product Category, or T&E Category.
Step 4: Choose a Date Range for the report by using the drop-down menu.
Step 5: Choose your Business Unit from the drop-down menu.
Please Note: By checking Consolidate Child Business Units, you will be aggregating spend for this chosen business unit, as well as any child business units within it. By checking Consolidate Categories, you will be aggregating spend on the product category level.
Step 6: When finished entering the report criteria, click Run Report.
Step 6: Your report result will appear below. To view the spend totals month by month, click Expand Totals by Month.
Step 7: To move from vendor level to the product category level, click on the vendor name.
Step 8: To move from product category level to product detail level, click the product category.
Step 9: The product details will show below.
