Purchase Order - Running Purchase Order Reports

Reporting Overview

The Purchase Order module offers many standard reports that can be generated to examine a variety of purchasing activities. These reports use common output parameters and outputs, which are described below.

Report’s Common Output Parameters

Sample of Printing Options screen for parameter entry

The following table provides details about the Output Parameters section’s parameters (lower, labeled section), which is common to all Printing Options screens:

Parameter	Description
Destination	The Destination field is used to specify the report’s output.  Preview displays the report on a new tab of a web browser, and the browser is used to print the report, set printer settings if necessary, or to save (download) the report to a desired location.  Email brings up an Email window for emailing the report.  Further details are provided in the following “Reporting” section.
Output Format	The Output Format field is used to specify the report’s file format.
Locale	Select the language in which column names are to be displayed.

Report Outputs: Preview, Print, Email, & Save to File

NOTE: Ensure the web browser is set to allow pop-ups for the server running CMiC Enterprise, as reports are displayed on new browser tabs.

Preview & Print

Select “Preview” from the Destination field of the Reporting Options window, and use the [Run Report] option to preview the report on a new tab of the web browser.  From the browser, select its printing option to bring up the print settings window to print the report.

Preview & Save Report to File

Select “Preview” from the Destination field of the Reporting Options window, and use the [Run Report] option to preview the report on a new tab of the web browser.  From the browser, select the save or download option, depending on the browser, to bring up a window to navigate to a location to save the report.

E-Mail Report

Select “E-Mail” from the Destination drop-down list of the Reporting Options window, and select the report’s format (PDF, HTML, Excel, RTF, CSV) using the Output Format drop-down list.  Next, click the [Run Report] button to bring up the Email window, as shown above, to enter the email information.  To enter more than one address, use a comma as a separator.  Click [OK] to create and send the report via Email.

[Edit Defaults] – Button

For more details, please see the Jasper Report Parameters Customization guide.

[Run Report] – Button

To run the report, select the desired report parameters through the Printing Options screen, as shown above, and click [Run Report].