Purchase Report: Default Grouping

Grouping by Rows

 

In the basic Purchase Report, data is grouped by Vendor and then by Purchase invoice. As a result, there are 2 hierarchical grouping levels, with links between them being of the parent-child type. To see sublevel details in the generated report, you have to drill down to lower levels.

For more details on grouping data in reports, see Grouping Report Data.

The default groupings are defined in the rows section of the basic Purchase report. To define the groupings, the fields have been added by which data in the report has to be grouped by rows. However, you can change the pre-defined settings and choose how to group data by yourself.

To do that:

  1. On the page for configuring report parameters, click the Customize button.
  2. Use the rows section to view and customize the default groupings.

You can delete, rearrange and add new fields to the section by which you wish to group data.

For more information about report customization, see Customizing Reports.

To add fields for grouping:

  • In the rows section, click the Select an option box, and then select a field by which you want to group data from the list of options.

The list displays fields from the selected report type which you can use to group data y rows.

 

Fields for grouping

Field

Used for grouping Purchase data by

Vendor

Vendors who have sold goods/services to you during the defined report date period.

Purchase volume is analyzed for each vendor.

Account
Bookkeeping accounts involved in purchase transactions with active vendors.

Purchase Invoice

Purchase invoices issued by vendors to your company.

Purchase person

Purchase employees who received invoices. Purchase volume is analyzed for each purchase employee.

Currency

Currencies of issued purchase invoices.

Date

Specified time period within the report date range.

You can group data by:

  • Minute-of-hour
  • Hour-of-day
  • Day-of-week
  • Day-of-month
  • Day-of-year
  • Month-of-year
  • Year

 

Grouping by Columns

 

In the Purchase Report, by default columns are grouped by Currency, then Date by Year, and finally Date by Month. These groupings form the vertical hierarchy with each grouping level being displayed as a header under/ above a header of a higher/lower level groupings.

The groupings by columns are defined in the columns section of the report, and you are allowed to change them as in case of the groupings by rows. You do that as follows:

  1. On the page for configuring report parameters, click the Customize button.
  2. Use the columns section to view and customize the default groupings.

As with groupings by rows, in the columns section, you add fields by which you want to group data. The set of fields available for grouping data by columns is the same as for grouping data by rows.

 

More information