V9 - Purchases by item - summary report
Use case
The Purchases by item – summary report (Operations > Reports > Purchasing > Purchases by item — summary) provides a list of items, along with their quantities purchased, during the reporting period.
While the basics for running any report in SOS Inventory are covered in Reporting introduction and Running a report, the filters, options, and columns specific to the Purchases by item – summary report are explained below.
Filters
From date and To date.
- Relative/Absolute toggle. Used for customized and scheduled reports.
- Relative automatically recalculates the date whenever the report is reopened or run. It must be used in tandem with the Quick date selector, which assigns a general time frame (e.g., Today, Yesterday, Start of last week, End of last month, etc.) instead of a specific date.
- Absolute, the default, keeps the exact date.
- The system automatically populates the current date in the date field by default. You can change specific dates manually according to the Date format established in your User settings (either MM/DD/YYYY or DD/MM/YYYY), or by using the Calendar (event).
- Even if you are not creating or running a customized or scheduled report, you may find it more convenient to use the Quick date selector, which assigns a general time frame (e.g., Today, Yesterday, Start of last week, End of last month, etc.) instead of a specific date.
Categories. Select All or individual categories. All is the default. Multiple individual categories can be selected. To use this filter, categories must be defined in SOS Inventory.
Item name contains. Type all or part of an item name to display matching items.
Vendor. Choose the desired vendor from the dropdown.
Options
Hide rows with no purchases. Items that were not received during the reporting period will not be displayed on the report. This option is checked by default.
Include archived items. SOS Inventory does not include archived items in reports by default. Check this option if you want archived items to be included when you run the report.
Show "from" and "to" dates. If checked, shows a date range at the top of the report, based on your From date and To date filters. The date range appears when Display is selected under Retrieve your report. If the report is retrieved by Email or Download, the header will appear only if you print your spreadsheet. If a header is also entered for the report, the date range will be displayed below the header.
Group by. A set of options that allows you to group data on the report. The options include None, Category, or Vendor. The default is None. Regardless of the Group by option chosen, data is displayed in alphabetical order. If your Group by option is set to Category, any item that has not been assigned to a category will be included in the first grouping displayed on the report, under the heading <no category>.
Header. Enter header text for the report, if desired. The header appears when Display is selected under Retrieve your report. If the report is retrieved by Email or Download, the header will appear only if you print your spreadsheet.
Footer. Enter footer text for the report, if desired. The footer appears when Display is selected under Retrieve your report. If the report is retrieved by Email or Download, the footer will appear only if you print your spreadsheet and will show above the system-generated text, Report Generated [date] [timestamp].
Columns
The default columns for the Purchases by item – summary report are Name and Description. Fifteen additional SOS column options are available, as well as any custom fields you have defined for items.
A name links to the item record on the Items list.
Sample Purchases by item — summary report
The sample Purchases by item – summary report below was filtered for the date range from Start of last month to End of last month. The selected columns were Name, Description, and Vendor. In addition, the report displays the built-in columns of Units Received, % Total Units Received, Cost, and % Total Cost. The Cost and % Total Cost columns are displayed in the home currency.
Totals for each built-in column are shown at the bottom of the report.
An item name is a clickable link that goes to the record on the Items list.
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