Users with the Community Administrator, View Transactions or Create Invoices role can run a one-time report of community data and review, in a CSV file format.
Reports older than 18 months will be removed from Unimarket.
To add a new standard template, please contact Unimarket Support (support@unimarket.com) to request desired template.
Create One-Time Reports
You can watch this short video or read instruction below on how to run a report:
To create one-time reports, go to the Insights module > click Reports > select Run Report > a pop-up box will appear.
The Email Address field will automatically default to users email address. This is where an email notification will be sent when the report is ready. If desired, the user can change the email address.
In the Report Type field, select the desired report. For report type and details, refer to the list below.
Choose the desired date/time range in the From Date and To Date field (the default is set to one month) > click Create.
Once selected, the user will receive a successful alert at the top of the screen.
Access One-Time Reports
You can watch this short video or read instruction below about how to access a report:
To access new or past (no older than 18 months) reports, go to the Insights module > click Reports > located the desired listed report(s) > select Actions > once in Completed state, click Download, for the Excel CSV file.
View Existing One-Time Reports
To view existing new or past (no older than 18 months), go to the Insights module > select Reports > click the Reports tab.
View the report listing or utilize the State, Report Type and/or Period fields to customize search.
Report Types
Report Type templates define the format and content of the report. Templates can be added to the community from
- a list of standard Unimarket templates or
- there may be custom templates defined and added to the community, as part of the delivery process.
Current Report Type templates information. For additional details, refer to help article Report Types Overview.
| Standard Templates | Description |
| Unimarket Commitments | Provides an overview of commitments. |
| Unimarket Goods Received Not Invoiced | Lists order items created in the specified date range that have been received but do not have a matched invoice. |
| Unimarket GRNI Accruals Reconciliation | Goods Received Not Invoiced optimized for accruals reconciliation. Selects orders that were received between From Date and To Date. |
| Unimarket Invoices - All | Lists all invoices created in the specified date range. |
| Unimarket Invoices - Matched | Lists matched invoices created in the specified date range. |
| Unimarket Order Report | Lists orders created in the specified date range. For additional information, refer to help article Understanding the Order Report. |
| Unimarket Receiving report | Lists all buyer receiving that occurred in the specified date range. |
| Unimarket Requisition Items in Progress | Lists requisition line items created in the specified date range that are still awaiting approval. |
| Unimarket Requisitions In Progress | Lists requisitions created in the specified date range that have at least one item still awaiting approval. |
| Unimarket Blanket Order Report | Lists blanket orders with valid from dates in the specified date range. |
| Unimarket Expenses | Lists expenses created in the specified date range. |
| Invoice Items Pending Receiving | Lists all invoice items within the specified date range that are still pending receiving along with the users responsible for receiving the linked order item. |
| Orders Created After Invoice | This report identifies orders raised after invoice date. It highlights spend for which pre-approval was not completed. |
| Time From Order to Fully Received | The purpose of this report is to allow analysis of receiving behavior against order lines. It measures the time from order line creation to receiving closed. |
| Unimarket Requisitions | A list of requisitions placed in the system. All states. |
| Unimarket Requisition Approval Statistics | Requisitions and their associated approval timelines. |