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How are Vendors reflected in reporting?

Updated over a month ago

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

Here, Organisation Administrators can set up new reports to suit their needs.


This is how you create a report for Vendors

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


  2. Select "Vendor" and click on NEXT:​


  3. Specify the applicable filters and click on NEXT:​


  4. Select the columns you want to be visible in the report, and click on NEXT:​


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  5. Name your report and click on CREATE:​


  6. You'll now see all Vendors that fulfil the filters you've set in the second step:​



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


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