Certify Purchasing has a large set of reports which enable administrators and managers to analyze spend data. If your company uses Projects within Certify Purchasing, you'll have access to the Project Report. This is a permission based report which allows users to gain real-time visibility in project spending.
This article will show you, an Accounts Payable Administrator, how to access and run the Projects Report.
Step 1: On your Certify homepage, click the Purchasing tab.
Step 2: Click Go to Purchasing.
Step 3: This is your Purchasing dashboard. Click the Reporting tab.
Step 4: In the Spending Reports box, click Project Report.
Step 5: First, choose to list the report by Department or Project.
Step 6: Choose your Department from the drop-down menu.
Step 7: Choose a Date Range by entering one in manually, or choosing one from the drop-down menu.
Please Note: By checking the Consolidate checkbox, the report will include any information on the child departments within your chosen department.
Step 8: Choose what transactions to include within the report by clicking their respective checkboxes.
Step 9: When you're finished entering the report criteria, click Run Report.
Step 10: Your report results will show below. Click Export to Microsoft Excel to save the report to your computer.
Step 11: To obtain GL detail, click the Amount Spend link.
Step 12: Click the Account Number to view a list of transactions.
Step 13: Click the PO Number to obtain further details about the transaction.
Step 14: The Purchase Order Details page will appear.