Skip to main content

How are Vendors reflected in reporting?

Updated over a month ago

Users with the Administrator and Auditor role have access to a reporting tool.

An Organisation's Administrator can set up new reports to suit their needs.


This is how you create such a report

  1. On the Reports page, start creating a new report by clicking on the NEW REPORT button:​


  2. On the first screen, select "Vendor" and click on NEXT:​

  3. On the next screen, specify the filters and click on NEXT:​

  4. On the following screen, you are free to select the columns you want to be visible:​​

    When ready, click on NEXT.
    ​​

  5. On the final screen, name your report and click on CREATE:​

  6. You'll now see all Contacts as per the filters set in the second step:​

    Such reports can be scheduled, printed or downloaded as a CSV file.


Did this answer your question?