Users with the Community Administrator, View Transactions or Create Invoices role will have access to Reports and can run reports on community data.
The Reports can be accessed by selecting the Insights Module from the module switcher. You can then click on Reports and see a list of the reports that have been run. You can select Download to extract a report in a CSV format. Reports older than 18 months will be removed.
Run New Report
To Run a new report, select +Run Report from the Actions button in the top right. Enter an email address which will receive notification once the report is ready, choose the Report Type you want to use and the date range you wish to report across (this defaults to one month).
The report will be added to the list, you can check the status of the report in the Status column and it can be downloaded once complete.
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. To add a new standard template please contact Unimarket Support (firstname.lastname@example.org) stating the templates you would like loaded. The current available templates are listed below.
|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.
|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.
|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.
|A list of requisitions placed in the system. All states.
|Unimarket Requisition Approval Statistics
|Requisitions and their associated approval timelines.
Schedule Report Export
To Schedule a reoccurring report export, you can click the Actions button on the top right and then select +Schedule Report. You can then fill in the required information. For the export type you can select Orders or Order Lines. For the Filter you can select either Commitments or GRNI.