Purchase: Reporting

Purpose

The purpose of this documentation is to review the features and data-views offered by the reporting menu in the Purchase application of Odoo 16.

Process

Once there, go to REPORTING > PURCHASE.

Default Filters

When you first open this reporting page, your default view will be  Purchase Orders that have been confirmed in the current month. You can clear these filters by clicking the

Tailor Report Views

Filter Options

You'll see the following filter menus that will assist in creating tailored report views:

• Under the  Filters dropdown, the following preset filters are available for this report: Purchase Orders and Confirmation Date. Select any options needed to narrow down the data.
• Use the  Comparison dropdown to have your report show data from the previous period or year.
• Use the   Group by dropdown to so a list of presets groups or create a custom one.
• Use the  Favorites dropdown to save and access custom record sets you'll use often. 
  

 Graph View

The  Graph 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).

• INSERT IN SPREADSHEET: This will allow you to export the data into a spreadsheet in Odoo. To learn more about this, please review our Spreadsheets documentation.

•  Bar Chart: This displays you data in a bar chart.

• • This type of chart allows you to utilize the  Stacked feature or organize the data by  Descending or  Ascending.

•  Line Chart: This displays your data in a line chart.

• • This type of chart allows you to utilize the  Cumulative feature and organize the data by  Descending or  Ascending.
    

•  Pie Chart: This displays your data in a pie chart